TrueAdvisor
TrueAdvisor
KT
CFA
KT
CFA

Karen Herbst Tass

Garcia Hamilton & Associates LP
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Garcia Hamilton & Associates LP
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
417 clients
Average Client Portfolio
$54.7M average
Assets Under Management
$22.8B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX, 77010-4037

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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
Garcia Hamilton & Associates LP
November 2017 - Present · 8 yrs 3 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.