Crg

Crg (CRD# 132967) is a financial advisory firm headquartered in Houston, TX. They manage $2,956,547,063 in 15 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1000 Main Street, Suite 2500, Houston, TX 77002
https://www.linkedin.com/company/capital-royalty-lp/
By the Numbers
  • Total Assets Under Management
    2,957
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $197,103,138
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NY, TX

Financial Advisors at Crg
Showing 1 - 1 of 1 top financial advisors.
1
Charles Tate, financial advisor Houston TX
Charles W. Tate
CRD#: 1524453
1000 Main Street, Suite 2500, Houston, TX 77002

Charles Tate (CRD# 1524453) is an Investment Advisor Representative working at Crg in Houston, TX and has 1 year of experience in the finance industry.

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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