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HURWITZ ASSOCIATES, INC.
HURWITZ ASSOCIATES INC.
CRD 133472
10101 FONDREN RD, SUITE 227, HOUSTON, TX, 77096, United States
Phone
713.840.7272
Fax
713.840.7373
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $20.1M |
| High net worth individuals | 26 | $54.8M |
All web addresses on file
Official SEC filing: View on IAPD