INVESTORS BROKERAGE OF TEXAS, LTD.

Broker-DealerFINRA MemberEst. 1983
Total AUM
$98.6M
Discretionary
$0
0% of AUM
Accounts
17
Employees
8
Advisory reps
7
Brokerage reps
6

Firm details

Headquarters
WACO, Texas
CRD number
13037
Registered since
January 3, 1983
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans99.17%
  • Individuals0.83%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Investors Brokerage Of Texas, Ltd. operates primarily as a broker-dealer that also provides advisory services, including portfolio management for individuals and small businesses and pension consulting. The firm is a partnership with a long-established regulatory presence (SEC-registered since 1983) and a client focus that skews institutional, even as it offers fee-based advisory work to smaller private clients. Its fee arrangements include percentage-of-AUM pricing as well as fixed-fee engagements. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios under the firm's control. Reported assets are held on a non-discretionary basis, which means clients retain trading authority and the firm’s role is oriented toward execution, fund selection and advisory guidance rather than discretionary portfolio management. The firm is not an active ESG investor and maintains affiliations with insurance industry channels alongside its broker-dealer role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • JOSEPH BROOKS

    CFOCRD 2114242

Contacts

3 of 6
  • RANDALL CHENOT

    Managing Director, Institutional Cash ManagementCRD 1739014

  • PAMELA KOHN

    Operations AssistantCRD 6074656

  • BRIAN BACHIK

    Vice PresidentCRD 2640784

Unlock 3 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

WACO, TX

MCLENNAN

Location

WACO, TX

Headquartered in WACO, TX, in the South of the United States.

Region
South
County
MCLENNAN
Address
225 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth