Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
743 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$996.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

300 Crescent Court, #1776, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ismael provides music production and DJ services as COO/Producer/DJ, dedicating a few hours per week to this non-investment related activity. He also works full-time as CCO for MGAM RIA, an unaffiliated RIA.

Employment History
Current Registrations
Mcgowan Group Asset Management, INC.
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
Wfg Advisors, LP
August 2011 - June 2013 · 1 yr 10 mos
1st Global Advisors INC
June 2007 - August 2011 · 4 yrs 2 mos
H.D. Vest Advisory Services, INC
January 2005 - June 2007 · 2 yrs 5 mos
Salomon Smith Barney INC.
July 1999 - February 2003 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.