Aquinas Advisors, LLC

Aquinas Advisors, LLC (CRD# 114460) is a financial advisory firm headquartered in Houston, TX. They manage $38,444,369 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $505,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Aquinas Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurie A. McRay
CRD#: 4479750
Houston, TX

Laurie McRay (CRD# 4479750) is an Investment Advisor Representative working at Aquinas Advisors, LLC in Houston, TX and has over 24 years of experience in the finance industry.

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