Investments Plus LLC
Firm details
- Headquarters
- Waco, Texas
- CRD number
- 306040
- Website
- www.investmentsplustx.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.94%
- Individuals49.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investments Plus LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base described as individual and family investors rather than institutional or large corporate pension plans. It is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities47%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
1 of 1
Amy Fields
Founder and PrincipalCRD 2480560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waco, TX
Mclennan
Location
Waco, TX
Headquartered in Waco, TX, in the South of the United States.
- Region
- South
- County
- Mclennan
- Address
- 200 W State Highway 6
- Time zone
- CT (UTC-6)
- Office locations
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