CE
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
94 clients
Average Client Portfolio
$92.1M average
Assets Under Management
$8.7B
Fee Structure
Financial Planning:Investment management only
This firm manages private investment funds. Fee information is not provided in this brochure.
Areas of Practice
Alternative Investments
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Advisor Information
Office location
One Riverway, Suite 2000, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Caz Investments L.P.
February 2016 - Present · 9 yrs 11 mos
Previous Registrations
Zt Wealth Advisory
November 2015 - February 2016 · 3 mos
Mha Financial CORP
May 2014 - November 2015 · 1 yr 6 mos
LPL Financial Corporation
July 2008 - February 2009 · 7 mos
First Advisors, INC.
July 2007 - July 2008 · 1 yr
AXA Advisors, LLC
April 2006 - July 2007 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.