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AP
CFP
AP
CFP

Audrey Erin Petrash

Stegent Equity Advisors INC.
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net WorthBusiness OwnersCharitable Giving
Stegent Equity Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$209.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500

Location

24 Greenway Plaza, Suite 1507, Houston, TX, 77046

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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
Stegent Equity Advisors INC.
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.