T.o.s. Advisors, LLC
T.o.s. Advisors, LLC (CRD# 165004) is a financial advisory firm headquartered in Houston, TX. They manage $272,308,596 in 356 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management272MILLION
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Total Number of Accounts356ACCOUNTS
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Average Account Value$764,912
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, TX
Financial Advisors at T.o.s. Advisors, LLC
No Advisor Found.
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