Managed Financial Services Corp Inc.

Managed Financial Services Corp Inc. (CRD# 109806) is a financial advisory firm headquartered in Houston, TX. They manage $70,740,000 in 397 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $178,186
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

LA, NC, TX

Financial Advisors at Managed Financial Services Corp Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Anthony W. Sumrall
CRD#: 4919922
10330 Lake Road, Suite U, Houston, TX 77070
93
Wealthminder
score

Anthony Sumrall (CRD# 4919922) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 11 years of experience in the finance industry.

2
Richard H. Walker
CRD#: 2320934
10330 Lake Road, Suite U, Houston, TX 77070
93
Wealthminder
score

Richard Walker (CRD# 2320934) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 23 years of experience in the finance industry.

3
Benton C. Genus
CRD#: 4137127
10330 Lake Road, Suite U, Houston, TX 77070
90
Wealthminder
score

Benton Genus (CRD# 4137127) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 3 years of experience in the finance industry.

4
John W. Cook
CRD#: 1452978
10330 Lake Road, Suite U, Houston, TX 77070
81
Wealthminder
score

John Cook (CRD# 1452978) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 30 years of experience in the finance industry.

5
Steven B. Hobbs
CRD#: 4061817
10330 Lake Road, Suite U, Houston, TX 77070
73
Wealthminder
score

Steven Hobbs (CRD# 4061817) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 17 years of experience in the finance industry.

6
Joi C. Murphy
CRD#: 3072454
14505 Torrey Chase Blvd, Suite 110, Houston, TX 77014
61
Wealthminder
score

Joi Murphy (CRD# 3072454) is an Investment Advisor Representative working at Managed Financial Services Corp Inc. in Houston, TX and has over 17 years of experience in the finance industry.

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