TIP Group LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 322053
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.74%
- HNWI37.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
TIP Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advising individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers (manager selection). Its fee model includes both asset‑based fees and fixed fees. The ADV indicates the firm acts as a capital allocator and maintains an industry affiliation with an insurance company. The filing also lists state registrations in Florida, Louisiana and Texas. TIP Group does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents30%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1800 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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