Americana Partners, LLC

Americana Partners, LLC (CRD# 301354) is a financial advisory firm headquartered in Houston, TX. They manage $4,945,711,483 in 5,825 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
811 Louisiana Street, Suite 2420, Houston, TX 77002
https://www.americanapartners.com
By the Numbers
  • Total Assets Under Management
    4,946
    MILLION
  • Total Number of Accounts
    5,825
    ACCOUNTS
  • Average Account Value
    $849,049
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MO, NC, NE, NM, NY, OH, OK, TN, TX, WV

Financial Advisors at Americana Partners, LLC
Showing 21 - 26 of 26 top financial advisors.
21
Michael Schaufele, financial advisor Dallas TX
Michael P. Schaufele
CRD#: 6425253
8333 Douglas, Suite 450, Dallas, TX 75225

Michael Schaufele (CRD# 6425253) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

22
James Snelson, financial advisor Houston TX
James T. Snelson
CRD#: 7482733
811 Louisiana Street, Suite 2420, Houston, TX 77002

James Snelson (CRD# 7482733) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 2 years of experience in the finance industry.

23
Robert Stillwell, financial advisor Houston TX
Robert L. Stillwell
CRD#: 5481514
811 Louisiana Street, Suite 2420, Houston, TX 77002

Robert Stillwell (CRD# 5481514) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 15 years of experience in the finance industry.

24
Jake Walton, financial advisor Houston TX
Jake C. Walton
CRD#: 7070648
811 Louisiana Street, Suite 2420, Houston, TX 77002

Jake Walton (CRD# 7070648) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has over 5 years of experience in the finance industry.

25
David Warhoftig, financial advisor Dallas TX
David S. Warhoftig
CRD#: 4624868
8333 Douglass Avenue, Suite 450, Dallas, TX 75225

David Warhoftig (CRD# 4624868) is an Investment Advisor Representative working at Americana Partners, LLC in Dallas, TX and has 1 year of experience in the finance industry.

26
Urte Zakarauskaite, financial advisor Houston TX
Urte Zakarauskaite
CRD#: 7856150
811 Louisiana Street, Suite 2420, Houston, TX 77002

Urte Zakarauskaite (CRD# 7856150) is an Investment Advisor Representative working at Americana Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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