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J C TEXAS INVESTMENT ADVISORS, LTD.
CRD 129565
8111 PRESTON ROAD, SUITE 420, DALLAS, TX, 75225, United States
Phone
214-373-3577
Fax
214-373-3576
Registration
— (—)
Source
State registered
Total AUM
$93.4M
Discretionary AUM
$93.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2023-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $9K |
| High net worth individuals | 40 | $92.3M |
| Charitable organizations | 2 | $149K |
| Corporations/business entities | 7 | $983K |
Official SEC filing: View on IAPD