The Financial Advisory Group LLC
- Assets, Funds, Holdings
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
|
| The Financial Advisory Group LLC
|
| CRD # | 109558 |
| SEC # | 801-54599 |
| CIK # | 0001552586, 0001632965, 0001813369, 0001910273, 0000926106, 0001539338 |
| AUM |
|
| Employees |
22 (45% Investors, 0% Brokers)
|
| Phone | 713-627-7660 |
| Address | 5599 San Felipe
Houston, TX 77056 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
57
|
16.8 |
| (b) Individuals (high net worth individuals) |
322
|
1,193.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
10 |
12.3 |
| (h) Charitable organizations |
5 |
14.4 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
5 |
1.5 |
| (n) Other |
0 |
0.0 |
| Total |
2,434 |
1,238.1 |
| By Discretionary |
| Discretionary |
2,434 |
1,238.1 |
| Non-Discretionary |
0 |
0.0 |
| Total |
2,434 |
1,238.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,238.1 |
| Total |
2,434 |
1,238.1 |
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