Americana Partners, LLC is a large advisory firm based in Houston. It manages $1.81 billion of regulatory assets for 761 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Louisiana and Texas.
Americana Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Americana Partners, LLC is $1.81 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Americana Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Americana Partners is high net worth individuals with 58 clients and $659.63 million of assets under management. Among the 9 most similar advisory firms, Americana Partners has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.81 billion for 212 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Americana Partners doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Martin Darst has served as the Chief Investment Officer since 1 Aug 2019. Jason Lawrence Fertitta joined the executive team most recently as the President, Partner And Chief Compliance Officer.
The principal office where Americana Partners, LLC performs its advisory services is located at 811 Louisiana Street, Houston, TX 77002, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-429-5552. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at americanapartners.com.