Investors Brokerage of Texas, Ltd.
Firm details
- Headquarters
- Waco, Texas
- CRD number
- 13037
- Registered since
- January 3, 1983
- Website
- investorsbrokerage.com
- Custodians
- HILLTOP SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans99.17%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Investors Brokerage of Texas, Ltd. is a partnership that has been SEC-registered since 1983 and operates as a broker-dealer serving an institutional client base. The firm provides advisory services focused on portfolio management for individuals and small businesses and offers pension consulting services. Its fee arrangements include both percentage-of-AUM and fixed-fee contracts. The firm is not a multi-state adviser, does not describe itself as a capital allocator, and does not identify as an active ESG investor. The firm reports affiliations with broker-dealer and insurance company channels, which aligns with its combination of brokerage and advisory activities and its use of insurance products in client solutions.
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 Funds100%
Owners & executives
1 of 1Joseph Brooks
CFOCRD 2114242
Contacts
3 of 6
Brian Bachik
Vice PresidentCRD 2640784

Timothy Kohn
PresidentCRD 1113921

Randall Chenot
Managing Director, Institutional Cash ManagementCRD 1739014
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
- 225 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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