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 IndividualsPension Consulting
Firm profile
FINTRXOverview
Investments Plus LLC is an independent registered investment adviser organized as a limited liability company and registered in Texas. The firm is individually owned and focuses on serving individuals and families through fee-based relationships charged as a percentage of assets under management. Core advisory services include portfolio management for individuals and small businesses, along with pension consulting services. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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