TrueAdvisor
TrueAdvisor
AG
AG

Adam Peter Gross

Advisory Services Network
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Advisory Services Network
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K

Location

Houston, TX

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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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Employment History
Current Registrations
Advisory Services Network
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Sms Capital Management
January 2016 - June 2017 · 1 yr 5 mos
Apg Capital Management, LLC
June 2003 - September 2009 · 6 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.