Investors Brokerage of Texas, Ltd.

Broker-DealerFINRA Member
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
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

FINTRX

Overview

Investors Brokerage of Texas, Ltd. is a Texas-based partnership that operates primarily as a broker-dealer. The firm’s reported client base is institutional, though its disclosed advisory activities include portfolio management for individuals and small businesses as well as pension consulting services. Ownership is listed as a mix of a domestic entity and individual ownership. The firm charges both a percentage of assets under management and fixed fees. It does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. The firm also reports industry affiliations with broker-dealer and insurance company channels, and its product mix and disclosures suggest a business that blends brokerage distribution with advisory engagements and insurance-linked solutions.

Assets & Accounts

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
  • Brian Bachik

    Brian Bachik

    Vice PresidentCRD 2640784

  • Timothy Kohn

    Timothy Kohn

    PresidentCRD 1113921

  • Randall Chenot

    Randall Chenot

    Managing Director, Institutional Cash ManagementCRD 1739014

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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