AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 32 | $0.0 |
| Average Individual AUM | $252,407 | |
| HNW | 116 | $0.4 |
| Average HNW AUM | $3,868,544 | |
| Retail Total | 148 | $0.5 |
| Average Retail AUM | $3,086,677 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.0 |
| Municipal | 5% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 70% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 18% | $0.1 |
| Other | 0% | $0.0 |
| Total | 99% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DANIEL BINGHAM | THE WOODLANDS | TX | S63|2014-05-14|S66|2016-06-28 | ||||||
| BRADLY BERG | THE WOODLANDS | TX | S65|2018-03-28 | ||||||
| GEORGE WILLIAMSON | THE WOODLANDS | TX | S65|2018-12-12 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| JASON PEIRCE | THE WOODLANDS | TX | S65|2022-10-28 | ||||||
| WESLEY PEIRCE | THE WOODLANDS | TX | S65|2007-03-07 | ||||||
| MARK HEIDER | THE WOODLANDS | TX | S65|2013-05-10 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.0 | 12% | 6 | 0 | 0% |
| 2023-04-04 | $0.4 | $0.1 | 27% | 6 | 0 | 0% |
| 2022-04-01 | $0.4 | $0.1 | 17% | 6 | 0 | 0% |
| 2021-04-05 | $0.3 | $0.1 | 42% | 6 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.2 | 85% | 6 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.3 | 134% | 6 | 0 | 0% |
| 2018-04-02 | $0.2 | $0.3 | 128% | 5 | 1 | 20% |
| 2017-04-01 | $0.2 | $0.3 | 165% | 5 | 1 | 20% |
| 2016-04-01 | $0.1 | $0.3 | 261% | 4 | 2 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, LA-03/28/2022, NE-03/28/2022, NH-07/17/2024, NM-03/18/2025, TX-07/01/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV