RIA Intel›Advisers›Texas›1 TIMOTHY 6 V 7 LLC

1 TIMOTHY 6 V 7 LLC

Advisory

TX

Data as of Apr 2, 2024 · Source: SEC Form ADV

Rank in TX
#2,750
of 2,813 advisers by AUM
Average account
$261K
across 1 account
AUM per adviser
$261K
1 adviser

Source: SEC Form ADV. Figures as filed Apr 2, 2024.

Total AUM
$261K
Discretionary %
100%
Clients
1
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$261K
Discretionary AUM$261K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

VISIONARY WEALTH MANAGEMENT LLC
$271K
TMFS-HOUSTON I, LLC
WEBSTER, TX
$250K
0.0% 1Y
GAMBOA CAPITAL MANAGEMENT INC.
SAN ANTONIO, TX
$245K
0.0% 1Y
ANGELUS WEALTH, LLC
SUGAR LAND, TX
$245K
HICKS MANAGEMENT & FINANCIAL SERVICES, LLC
$240K
CLARK FINANCIAL LLC
$230K

Get the full picture on 1 TIMOTHY 6 V 7 LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 1 TIMOTHY 6 V 7 LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans