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).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at 5151 Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patricia K. Somoza
CRD#: 850354
Houston, TX

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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