Incomar Investments, LLC (Houston)

Incomar Investments, LLC is an adviser based in Houston. It manages $55.63 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Incomar Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Incomar Investments: assets under management

The assets under management (AUM) of Incomar Investments, LLC is $55.63 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $54.95 million in discretionary accounts and $680 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $429.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Incomar Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Incomar Investments, LLC

Michael Stephen Schiff has been acting as President since 1 Jan 1994. Jeffrey Morris Feinberg joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Stephen Schiff	President	1 Jan 1994	75% - 100%	2484432
Jeffrey Morris Feinberg	Chief compliance officer	1 Sep 1997	Other	1934327

Based in Houston

The principal office where Incomar Investments, LLC performs its advisory services is located at 10101 Southwest Freeway, Houston, TX 77074, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.