Needville Insurance Agency Inc

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Needville, Texas
CRD number
322817
Fee structure
Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Needville Insurance Agency Inc is a Texas-registered corporate entity that operates as an institutional RIA with a primary focus on insurance brokerage. The firm is owned by an individual and is identified in FINTRX as a capital allocator. Its advisory activities are narrowly defined: selection of other advisers and delivery of educational seminars and workshops. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser, pension consultant, or related adviser. Fee arrangements are listed as "Other."

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Needville, TX

Fort Bend

Location

Needville, TX

Headquartered in Needville, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Fort Bend
Address
13644 Fm 442 Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth