Be advised. This firm is no longer registered.

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
10000 Memorial Dr., Suite 100p, Houston, TX 77024
https://www.tos-advisors.com
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • 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
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.

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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