Assets Under Management
$6.1B
Number of Clients
1,455
Number of Advisors
50
Average Client AUM
$4.2M
AUM per Advisor
$121.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Americana Partners provides financial planning, consulting, and investment management services. They manage client portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent managers. They also offer wealth management services and advise on held-away assets. The firm uses Dynasty Financial Partners for operational support.
811 Louisiana Street, Suite 2420, Houston, TX, 77002