E & G Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 130550
- Registered since
- May 2, 2014
- Website
- www.eandgadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.77%
- Individuals4.4%
- Corporations / Businesses4.34%
- Charitable Organizations2.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
E & G Advisors, LLC is an independent, individual-owned RIA that manages portfolios for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2014) and charges fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. E & G identifies equities — particularly exchange-traded vehicles — as its primary preference and is not positioned as a capital allocator or an active ESG investor. The firm also lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Other12%
- US Government Bonds6%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 4Saif Omer
AdvisorCRD 5822343
Adam Gracely
PartnerCRD 5238247
Jeffrey Dastmalchian
Director of Business DevelopmentCRD 5467026
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$412M in ETFs
80%
$328M
4%
$84.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $50.3M | 400,992 | 12.20% |
Location
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
- 2000 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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