Assets Under Management
$209.0M
Number of Clients
91
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$104.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stegent Equity Advisors, Inc. (SEA) offers personal financial planning and investment management services to high-net-worth individuals, business owners, and charitable institutions. Services include financial plan preparation, investment analysis, asset allocation, and ongoing portfolio monitoring. SEA supervises financial planning services completed by Stegent Financial Services, PC personnel.
24 Greenway Plaza, Suite 1507, Houston, TX, 77046