Advisers in Bellaire, TX

3 advisers in Bellaire — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Leder Fiduciary Capital LLC6300 West Loop South, Suite 280 · Bellaire, TX 77401 · (713) 870-9516 · % of assets managedCRD 285490 · % of assets · $120.6 million AUMSEC registeredNo commissions reported Pivot Point Advisors, LLC5959 West Loop South, Suite 333 · Bellaire, TX 77401 · (713) 715-7000 · Financial planningCRD 130562 · % of assets, Hourly charges, Fixed fees · $141.7 million AUMSEC registeredNo commissions reported Ridgeback Capital Management6750 West Loop South, Suite 1080 · Bellaire, TX 77401 · (713) 667-4026 · Financial planningCRD 113848 · % of assets, Hourly charges · $171.5 million AUMSEC registeredNo commissions reported

Talking to advisers in Bellaire? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.