Fund management in Texas
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Association Insurance Management
● ClosedAssociation Insurance Management (AIM) is a leading insurance agency located at 12221 Merit Drive in Dallas, Texas. Specializing in providing specialty insurance for PTAs, PTOs, and Booster Clubs, AIM is the national leader and largest writer of insurance policies for these organizations, currently serving over 22,000 groups across all 50 states. At AIM, we focus exclusively on PTA, PTO, and Booster coverage, using our expertise to tailor insurance plans that meet the unique needs of each organization. As a family-owned business, we prioritize outstanding customer care and building strong relationships with our clients.
12221 Merit Dr Suite 1670, Dallas, TX 75251, United States -
My Holiday Funds
● OpenMy Holiday Funds is a finance institution located at 700 Milam Street in Houston, Texas. We specialize in providing financial services and solutions to help you save and manage your funds for your dream holiday. Our team of experts is dedicated to helping you achieve your travel goals by offering personalized financial plans and advice. With My Holiday Funds, you can start saving for your next vacation with confidence and peace of mind. Visit us today to start planning your perfect holiday getaway.
700 Milam St Suite 1300 - 219, Houston, TX 77002, United States -
HUB Funding Solutions
● ClosedHUB Funding Solutions is a finance institution located in Lubbock, Texas, United States, at 5001 West Loop 289 Access Road. Our team of experts is dedicated to providing specialized training and top-notch information to help businesses secure the funding they need to thrive. Whether you have basic questions or complex compliance inquiries, we are here to assist you every step of the way. More than 80% of businesses finance their equipment through us to keep cash flowing in their operations. We offer equipment financing for both new and established businesses, allowing them to add new, used, or auctioned equipment to their fleet with low costs and quick turnaround times. This frees up capital for use in other areas of the business.
5001 W Loop 289 Acc Rd, Lubbock, TX 79414, United States -
FinTech Capital Management
● ClosedFinTech Capital Management is a finance institution located at 3303 Cypress Creek Parkway in Houston, Texas, United States. We specialize in providing loans ranging from $10,000 to $10MM to small and mid-sized businesses nationwide. Whether you are looking to acquire, refinance, or improve real estate and buildings, we offer flexible repayment options with no personal collateral required. Our services include business valuations for those looking to buy or sell a business, as well as funding for commercial real estate, business acquisition, working capital, equipment, and more. With our preferred SBA lender status, obtaining an SBA business loan is now easier, faster, and more affordable. We offer prompt eligibility screening, fast term sheets, and a dedicated lending specialist for each opportunity.
3303 Cypress Creek Pkwy Ste 440, Houston, TX 77068, United States -
College Funding Academy
● ClosedCollege Funding Academy is a prestigious university located at 125 Ledge Springs in Boerne, Texas, United States. Our institution is dedicated to helping students navigate the complex world of college funding. We offer a range of resources and services to assist students in finding and securing financial aid for their higher education. With experienced professionals and a commitment to student success, College Funding Academy is the perfect place for students to achieve their academic goals without the burden of financial stress. Join us and let us help you pave the way to a brighter future.
125 Ledge Springs, Boerne, TX 78006, United States -
Triple Point Wealth Management of Raymond James
● OpenTriple Point Wealth Management of Raymond James is a leading financial institution located at 4503 North Mesa Street in El Paso, Texas. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide top-tier services tailored to each client's unique needs and objectives. Trust Triple Point Wealth Management of Raymond James to guide you towards a secure and prosperous financial future.
4503 N Mesa St, El Paso, TX 79912, United States -
Aspen Wealth Management
● ClosedAspen Wealth Management, located at 4200 South Hulen Street in Fort Worth, Texas, is a unique and fee-only finance institution dedicated to providing personalized financial solutions for each client. As a fee-only provider, they prioritize the best interests of their clients and have a fiduciary duty to serve them. Their comprehensive financial planning process aligns with personal values and goals, focusing on retirement planning and goal prioritization. For women who are single, widowed, or divorced, Aspen Wealth Management offers tailored financial solutions to address current needs and future goals. Their investment philosophy is disciplined, regardless of market conditions, and their team strives to make clients feel comfortable discussing potentially stressful financial decisions.
4200 S Hulen St #422, Fort Worth, TX 76109, United States -
Jeff Pickett - RBC Wealth Management Financial Advisor
● ClosedJeff Pickett - RBC Wealth Management Financial Advisor is a leading financial institution located at 3230 Camp Bowie Boulevard in Fort Worth, Texas, United States. As a trusted advisor, Jeff Pickett offers personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Jeff Pickett provides expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeff Pickett - RBC Wealth Management Financial Advisor is dedicated to helping you secure a brighter financial future.
3230 Camp Bowie Blvd Suite 750, Fort Worth, TX 76107, United States -
Prosperity Wealth Management, LLC - Matthew Gallagher, CFP
● ClosedProsperity Wealth Management, LLC, led by Certified Financial Planner Matthew Gallagher, is a premier financial institution located in Southlake, Texas. With a commitment to helping clients achieve their financial goals and secure their financial future, Prosperity Wealth Management offers personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Matthew Gallagher and his team are dedicated to providing expert guidance and tailored solutions to meet your unique needs. Visit their office at 1500 Corporate Circle to start your journey towards financial prosperity today.
1500 Corporate Cir Ste #6, Southlake, TX 76092, United States -
Credent Wealth Management - Plano Fee-Only Financial Planner
● ClosedCredent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.
7500 Dallas Pkwy Suite 475, Plano, TX 75024, United States -
KMC Wealth Management
● OpenKMC Wealth Management is a finance institution located at 5500 UTSA Boulevard in San Antonio, Texas, United States. Our team of investment professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. We understand that all investments come with a level of risk, which is why we work closely with each client to ensure their investments align with their specific objectives. Rest assured that when you work with KMC Wealth Management, your financial information is transmitted securely. Before making any investment decisions, we encourage you to check the background of our investment professionals to ensure that you are working with a trusted and experienced team.
5500 UTSA Boulevard, San Antonio, TX 78249, United States -
Olson Wealth Management
● ClosedOlson Wealth Management is a trusted finance institution located at 468 South Seguin Avenue in New Braunfels, Texas, United States. We specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to help our clients secure their financial future. With a commitment to excellence and a focus on personalized service, Olson Wealth Management is dedicated to helping our clients build and preserve their wealth.
468 S Seguin Ave Ste. #400B, New Braunfels, TX 78130, United States -
Kingsbury Financial Management Inc
● OpenKingsbury Financial Management Inc is a leading financial institution located at 4800 Sugar Grove Boulevard in Stafford, Texas, United States. Specializing in finance, our experienced team offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated professionals are here to provide personalized solutions tailored to your unique needs. Trust Kingsbury Financial Management Inc to guide you towards a secure financial future.
4800 Sugar Grove Blvd # 540, Stafford, TX 77477, United States -
CFO Wealth Management - Ameriprise Financial Services, LLC
● ClosedCFO Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 5151 San Felipe Street in Houston, Texas, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals. Whether you are concerned about retirement income, market fluctuations, or inflation, our advisors are here to provide guidance and support. Backed by the Ameriprise Investment Research Group, we closely monitor market conditions to help you make informed decisions. By utilizing our Retirement InteractiveSM tool, you can explore potential challenges that may impact your retirement income. Please visit our website for background and qualification information, as well as important disclosures. Schedule a complimentary initial consultation to discuss what matters most to you and start planning for a secure financial future.
5151 San Felipe St Ste 2100, Houston, TX 77056, United States -
Virage Capital Management, LP
● ClosedVirage Capital Management, LP is a market leader in law firm funding and litigation finance, located at 2 Boulevard Place, Houston, Texas, United States. Since 2013, Virage has been providing financial resources to law firms nationwide and offering institutional investors uncorrelated return streams. With offices in Houston, TX and Miami, FL, Virage sets itself apart by managing the funds it deploys, offering favorable terms for borrowers, and maintaining long-term relationships with clients. Their efficient loan process aims for a target closing of three weeks or less. Virage understands the needs of contingency fee lawyers and law firms better than traditional banks and lenders, providing financial solutions to enhance operational efficiency and accelerate growth. Contact Virage Capital Management, LP today at 713-714-5355 for assistance with conducting a cost analysis or visit their offices in Texas and Florida.
1700 Post Oak Blvd, 2 BLVD Place Suite 300, Houston, TX 77056, United States -
Plains Wealth Management
● ClosedPlains Wealth Management is a premier finance institution located at 6019 Schuler Street in Houston, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer comprehensive financial services tailored to meet your individual needs. Trust Plains Wealth Management to provide expert guidance and support as you navigate the complexities of the financial world.
6019 Schuler St, Houston, TX 77007, United States -
Factor Funding Co
● ClosedFactor Funding Co is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas. We specialize in providing funding solutions for businesses to help them manage their cash flow and grow their operations. Our experienced team works closely with clients to tailor financing options that meet their specific needs. Whether you are looking for invoice factoring, purchase order financing, or other types of funding, Factor Funding Co is here to help. Contact us today to learn more about how we can support your business goals.
2800 Post Oak Blvd #5600A, Houston, TX 77056, United States -
Dimensional Fund Advisors
● ClosedDimensional Fund Advisors is a renowned finance institution located in Austin, Texas, United States. With a reputation for providing innovative investment strategies and personalized financial solutions, Dimensional Fund Advisors is committed to helping clients achieve their financial goals. Their team of experienced professionals offers a range of services including wealth management, investment planning, and portfolio management. With a focus on research-driven strategies and a client-centered approach, Dimensional Fund Advisors is a trusted partner for individuals and institutions looking to grow and protect their wealth.
Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746, United States -
Mark Elledge - Branch Manager, Ameriprise Financial Services, LLC
● ClosedMark Elledge - Branch Manager at Ameriprise Financial Services, LLC, located at 1612 Summit Avenue, Fort Worth, Texas, United States, offers a range of financial services. Mark Elledge holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mark Elledge's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Mark Elledge is dedicated to providing personalized financial advice and guidance to clients, including veterans, active duty, Reserve, National Guard, and others.
1612 Summit Ave #410, Fort Worth, TX 76102, United States -
Brammer Dickerson Wealth Management of Raymond James
● OpenBrammer Dickerson Wealth Management of Raymond James is a trusted finance institution located at 6060 Bryant Irvin Road in Fort Worth, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
6060 Bryant Irvin Rd, Fort Worth, TX 76132, United States -
Fidelity Asset Management Inc
● OpenFidelity Asset Management Inc is a renowned finance institution located at 6300 Ridglea Place in Fort Worth, Texas, United States. With a strong reputation for providing top-notch financial services, Fidelity Asset Management Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to clients, ensuring their financial success and security. Contact Fidelity Asset Management Inc today to learn more about how they can help you grow and protect your assets.
6300 Ridglea Pl # 420, Fort Worth, TX 76116, United States -
Steve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedSteve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. As a finance institution, Steve Namy offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, planning for retirement, or making smart investments. The institution provides a complimentary initial consultation for those interested in discussing their financial needs and goals. Through Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help them achieve their financial objectives. Steve Namy is registered with FINRA and is able to conduct securities business with residents of specific states. The institution also offers a Retirement InteractiveSM tool to help individuals explore important retirement income issues. Clients can feel confident in their financial future with the guidance and expertise provided by Steve Namy and CU Wealth Management.
2681 MacArthur Blvd Suite 306, Lewisville, TX 75067, United States -
Greg Bowman - RBC Wealth Management Financial Advisor
● ClosedGreg Bowman - RBC Wealth Management Financial Advisor is a leading financial institution located at 303 Pearl Parkway in San Antonio, Texas. As a trusted advisor, Greg Bowman specializes in providing expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Greg Bowman and his team at RBC Wealth Management strive to deliver exceptional service and results for their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Greg Bowman is dedicated to providing the guidance and expertise you need to succeed.
303 Pearl Pkwy Suite 380, San Antonio, TX 78215, United States -
Edgar Investment Management, LLC
● ClosedEdgar Investment Management, LLC is a finance institution located at 12246 Queenston Boulevard in Houston, Texas, United States. The founder, Matt, is a highly qualified professional with a Bachelor of Business Administration degree in Finance, an MBA, and several prestigious certifications in the financial industry. The institution uses Dimensional Fund Advisors mutual funds to create diversified portfolios tailored to each client's risk preferences and goals. Investment advisory services are offered through Edgar Investment Management, LLC, which is registered with the State of Texas. The content on the website is for educational purposes only and should not be considered tax or legal advice. It is recommended to consult with professionals for specific information regarding individual situations. Edgar Investment Management, LLC specializes in investment management and financial planning services, and does not provide CPA-related services. It is important to evaluate options and consult with trained professionals before implementing any investment strategy.
12246 Queenston Blvd Ste F, Houston, TX 77095, United States -
Steve Alexander - RBC Wealth Management Financial Advisor
● ClosedSteve Alexander - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2150 Town Square Place in Sugar Land, Texas, United States. As a seasoned financial advisor, Steve Alexander is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing comprehensive financial planning services, Steve Alexander works closely with clients to develop tailored investment strategies that align with their unique needs and objectives. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Steve Alexander - RBC Wealth Management Financial Advisor is committed to providing expert guidance and support every step of the way.
2150 Town Square Pl Suite 310, Sugar Land, TX 77479, United States -
Academic Investment Management
● ClosedAcademic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.
25511 Budde Road, The Brownstones Office Condos, Webb Building / Suite 2703, The Woodlands, TX 77380, United States -
CPC Wealth Management - Ameriprise Financial Services, LLC
● OpenCPC Wealth Management - Ameriprise Financial Services, LLC is a trusted finance institution located at 24 Waterway Avenue in The Woodlands, Texas, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team of financial advisors will work with you to document your goals, regularly review your progress, and adjust your approach as life changes. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. We are committed to providing transparent and reliable financial services to clients in certain U.S. states. Contact us today to discuss what's most important to you and start planning for a secure financial future.
24 Waterway Ave #1400, The Woodlands, TX 77380, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3700 North Capital of Texas Highway in Austin, Texas, is a finance institution dedicated to helping clients achieve their financial goals. The DAVENPORT branch offers personalized wealth planning strategies tailored to each client's needs, including retirement planning, education funding, business issues, cash management, and credit strategies. The branch's experienced financial advisors work collaboratively to provide investing insights and create customized financial strategies designed to meet long-term objectives. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's wealth planning platform and the technological resources of a leading global financial services firm. The branch is committed to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the local area.
3700 N Capital of Texas Hwy, Austin, TX 78746, United States -
Larry Padron - Branch Manager, Ameriprise Financial Services, LLC
● ClosedLarry Padron is the Branch Manager at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, United States. The institution offers a range of financial services and is dedicated to helping individuals meet their investment goals. Larry Padron holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Additionally, Larry Padron is committed to providing specialized financial advice to clients with unique needs, such as those in domestic partnerships, seniors, and individuals going through divorce. With a focus on education and support, Larry Padron and his team strive to help clients achieve their financial goals and secure their financial future.
Arboretum Plaza One, 9442 N Capital of Texas Hwy Ste 800, Austin, TX 78759, United States -
Cardenas Funds Management
● OpenCardenas Funds Management is a reputable institution located at 1612 North 6th Street in McAllen, Texas. Specializing in accounting and finance, this institution provides expert financial management services to individuals and businesses alike. With a team of experienced professionals, Cardenas Funds Management is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investment planning, budgeting, or tax preparation, you can trust Cardenas Funds Management to provide top-notch financial guidance and support.
1612 N 6th St, McAllen, TX 78501, United States
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List of local businesses, places and services in Texas
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