ALLIED REALTY ADVISORS IV, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
327961

Firm profile

FINTRX

Overview

Allied Realty Advisors IV, LLC operates as a small, real estate-focused firm organized as a limited liability company. The firm’s public filings list its primary business activity as real estate broker and identify it as an investment adviser of an unspecified scope. The adviser is not designated as a capital allocator in its filing, is not identified as an active ESG investor, and is not reported to be a multi-state adviser or pension consultant. Little detail is disclosed about advisory personnel or a stated investment mandate, which suggests the entity functions primarily around property-level transactions and fund-level sponsorship rather than broad wealth management or institutional consulting. The firm’s profile is consistent with a sponsor or manager that supports one or a small number of pooled real estate vehicles. Its public information does not specify fee schedules, client segmentation, or a stated asset-allocation tilt beyond real estate, indicating a tightly focused operating model centered on property assets and related brokerage or placement activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RICARDO RIVAS

    Chief Executive OfficerCRD 6450515

Contacts

3 of 4
  • MARIA SANDOVAL

    MemberCRD 7797799

  • KIRK TATE

    MemberCRD 6450518

  • TIM MYERS

    MemberCRD 6450517

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2051 Greenhouse Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth