Ian Cardono
Ian Cardono is a registered investment advisor at Huber, Cardono, Moring & Richter, L.P., based in Houston, TX, with 37 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCMR manages investment portfolios, primarily consisting of mutual funds and exchange traded funds. HCMR uses separately managed accounts which are discretionary. All other accounts are non-discretionary and are approved by the client before any trades area made. HCMR will periodically make recommendations to clients for changes in the portfolio. As HCMR has no discretionary client assets under management, the client will decide which, if any, of the recommended portfolio changes to implement.
Location
3700 Buffalo Speedway, Suite 420, Houston, TX, 77098
Get directionsHistory
Regulatory History (3)
Financial
June 2020Regulatory
June 2006Customer Dispute
February 1995Other Business ActivitiesSells Insurance
Ian is an independent insurance agent for various insurance companies. He also has roles at Potter County Silica Management, LLC, HCM Management, Inc., and Silica City LP/Silica City Management, LLC, dedicating minimal time to these roles.
Employment History
Current Registrations
Huber, Cardono, Moring & Richter, L.P.
Previous Registrations
Cambridge Investment Research, INC.Broker
MML Investors Services, INC.Broker
The Advisors Group, INC.Broker
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.