Be advised. This firm is no longer registered.

Amegy Investments, Inc.

Amegy Investments, Inc. (CRD# 120145) is a financial advisory firm headquartered in Houston, TX. They manage $1,965,902,379 in 186 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,966
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $10,569,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, NV, TX, UT, WA

Financial Advisors at Amegy Investments, Inc.
No Advisor Found.
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