Trust Advisors, Inc.
RIASEC Registered
Total AUM
$7B
Discretionary
$0
0% of AUM
Avg account
$4.4M
Accounts
1,590
Employees
76
Advisory reps
6
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 157508
- Registered since
- May 25, 2011
- Custodians
- TRUIST INVESTMENT SERVICES, INC., REGIONS BANK
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles97.11%
- Banking / Thrift Institutions2.89%
Firm profile
FINTRXOverview
Trust Advisors, Inc. is an institutional RIA that primarily serves institutional clients and operates under a trust company affiliation. The firm is SEC-registered (registration recorded in 2011) and charges fees as a percentage of assets under management. Its ownership is listed as individual ownership, and it does not identify as an active ESG investor, a capital allocator, a multi-state adviser, or a pension consultant.
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1929 Allen Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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