RIA Advisors
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 150661
- Registered since
- April 16, 2013
- Website
- realinvestmentadvice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI76.8%
- Individuals20.07%
- Other Investment Advisers2.49%
- Pension & Profit Sharing Plans0.63%
- Business Development Companies0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
RIA Advisors is an independent investment adviser organized as a limited liability company and registered with the SEC in 2013. It serves individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars. Its fees may be based on assets under management, subscriptions, or fixed charges. The firm was included in the Financial Times’ 2020 Top 300 RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds26%
- US Government Bonds14%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$710M in ETFs
99%
$699M
<1%
$10.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $103M | 1,153,454 | 14.57% |
Location
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
- 11750 Katy Fwy
- Time zone
- CT (UTC-6)
- Office locations
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