|
⚲
|
| Portfolios |
|---|
| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| E & G Advisors LP
✚
|
|
|---|---|
| CRD # | 130550 |
| SEC # | 801-79699 |
| CIK # | |
| AUM | $305.6 MM (97% Disc, 100% US) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-880-5819 |
| Address | 2000 West Loop South Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VIG | 25.4 | ||
| IWF | 15.6 | ||
| TLT | 7.2 | ||
| AGG | 7.0 | ||
| LQD | 5.9 | ||
| JPM | 341,670.0 | 4.4 | |
| TIP | 3.8 | ||
| GOOGL | 819,810.0 | 3.7 | |
| DAL | 34,710.0 | 3.7 | |
| VWO | 3.5 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FIC Capital Inc
✚
|
NY | 0.3 |
|
Navigate Private Wealth LLC
✚
|
UT | 0.3 |
|
Lamia Financial Group Inc
✚
|
CA | 0.3 |
|
Queensway Investment Counsel Ltd
✚
|
0.3 | |
|
Wealth Care LLC
✚
|
FL | 0.3 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.3 |
|
The Jackson Financial Company Incorporated
✚
|
SC | 0.3 |
|
Align Wealth Management LLC
✚
|
OK | 0.3 |
|
Diligent Investors LLC
✚
|
CA | 0.3 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.3 |