5151 Advisors, LLC
5151 Advisors, LLC (CRD# 145814) is a financial advisory firm headquartered in Houston, TX. They manage $97,788,496 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
5151 Advisors, LLC
By the Numbers
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Total Assets Under Management98MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$4,889,425
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at 5151 Advisors, LLC
1
Patricia Somoza (CRD# 850354) is an Investment Advisor Representative working at 5151 Advisors, LLC in Houston, TX and has over 21 years of experience in the finance industry.
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