PHYSICIANS INVESTMENT ADVISORY SERVICES OF TEXAS, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 226736
- Fee structure
- Percentage of AUM, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Physicians Investment Advisory Services Of Texas, LLC is structured as a partnership that provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm identifies itself as a capital allocator, directing client capital to third‑party managers rather than running a large roster of retail accounts in house. It reports a fee model that includes a percentage of assets under management alongside other fee arrangements. The adviser does not position itself as an active ESG investor and is not registered as a multi‑state adviser. Its classification is listed as unclassified and it is not newly formed, suggesting an established operating entity. The firm also maintains an industry affiliation with an insurance company, which is consistent with its stated use of annuity products as part of client solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAMES HINTZ
Wealth Management RepresentativeCRD 1916767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1518 Antoine Dr
- Time zone
- CT (UTC-6)
- Office locations
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