PHYSICIANS INVESTMENT ADVISORY SERVICES OF TEXAS, LLC

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

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES HINTZ

    Wealth Management RepresentativeCRD 1916767

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth