AdvisorCensus / Financial advisors / Texas / Houston, TX / SEI Investments Distribution Co.
Financial advisors in Houston, TX using SEI Investments Distribution Co.
3 SEC-registered investment advisory firms headquartered in the Houston, TX metro area name SEI Investments Distribution Co. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpha Wealth Strategies, LLC | Cypress | SEC-registered investment adviser | $100 million to $500 million |
| Calderwood Financial Strategies, Inc. | Houston | SEC-registered investment adviser | $100 million to $500 million |
| Granite Harbor Advisors, Inc. | Houston | 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. SEI Investments Distribution Co. nationwide
Cite this page
AdvisorCensus. Financial advisors in Houston, TX using SEI Investments Distribution Co.. https://advisorcensus.com/advisors/tx/houston/custodians/sei-investments-distribution https://advisorcensus.com/advisors/tx/houston/custodians/sei-investments-distribution