AdvisorCensus / Financial advisors / Texas / Houston, TX / Interactive Brokers LLC
Financial advisors in Houston, TX using Interactive Brokers LLC
4 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Banorte Asset Management, Inc. | Houston | SEC-registered investment adviser | $500 million to $1 billion |
| Nuclo Wealth | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Summa Corp. | The Woodlands | SEC-registered investment adviser | $1 billion to $5 billion |
| Titan Retirement Advisors LLC | Fulshear | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Interactive Brokers LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Houston, TX using Interactive Brokers LLC. https://advisorcensus.com/advisors/tx/houston/custodians/interactive-brokers https://advisorcensus.com/advisors/tx/houston/custodians/interactive-brokers