NEW TERRITORY ADVISORS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
305434

Firm profile

FINTRX

Overview

New Territory Advisors operates as a limited liability company focused on managing pooled investment vehicles rather than running a traditional advisory book of individual client accounts. The firm is registered in roles consistent with commodity pool operator (CPO) and commodity trading advisor (CTA) activity and is identified as a sponsor, general partner or managing member of at least one pooled fund. Those classifications indicate the firm's investment activity centers on fund-level management and trading strategies rather than providing broad retail advisory services. New Territory Advisors is not flagged as an active ESG investor and does not report multistate advisory activity or pension consulting as part of its profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AARON STEPHENS

    Chief Investment OfficerCRD 4187057

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
24 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth