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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 →Other Business Activities
Brenton is the owner and managing director of Fin & Ream, LLC, where he works as a digital marketing manager. He spends a few hours per week running the business and generating income by promoting products online for commission.
Employment History
Current Registrations
Caz Investments L.P.
June 2024 - Present · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.