| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 12/12/1971 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 32,943,851,020 4% |
| of that, discretionary | 32,943,851,020 4% |
| Number of Employees | 1,700 -6% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 915,106,973 4% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds