HURWITZ ASSOCIATES, INC.

RIASEC Registered
Total AUM
$74.8M
Discretionary
$74.8M
100% of AUM
Avg account
$425K
Accounts
176
Employees
5
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
133472
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.19%
  • Individuals26.81%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hurwitz Associates, Inc. is a privately owned corporate registered investment adviser that focuses on fee-based portfolio management for individuals, families and small business or institutional clients. The firm charges a percentage of assets under management and lists portfolio management for both individual/small-business clients and for business or institutional accounts among its primary advisory activities. It does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, US Government Bonds 10%, Cash & Cash Equivalents 3%87%
  • Exchange Traded Equities87%
  • US Government Bonds10%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • IAN HURWITZ

    CEOCRD 1025531

Contacts

3 of 4
  • SAMUEL EPSTEIN

    Investment AdvisorCRD 1391588

  • ABDURRAHMAN NASER

    Vice PresidentCRD 2195356

  • JOHN HAVENAR

    Vice President, Investment AdvisorCRD 2563499

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
10101 Fondren Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth