Philip Pilibosian is a registered investment advisor at Arax Advisory Partners, based in Houston, TX, with 20 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
4444 Westheimer Road, Suite G500, Houston, TX, 77027
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Philip is an advisory committee member for ApexOne Multifamily Funds III and IV, a registered representative with USCA Securities, a financial advisor with US Capital Wealth Advisors, and a financial advisor with USCA Asset Management LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
Arax Advisory Partners
Usca Securities LLCBroker
Usca Asset Management LLC
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Usca RIA LLC
Condera Securities, LLCBroker
Condera Securities, LLC
State Registrations13 states
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.
Exams
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