Tri-star Advisors, Inc.
Tri-star Advisors, Inc. (CRD# 149760) is a financial advisory firm headquartered in Houston, TX. They manage $57,857,719 in 123 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$470,388
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Tri-star Advisors, Inc.
1
William Payne (CRD# 2294559) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 31 years of experience in the finance industry.
2
Jon Vaughan (CRD# 2449905) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 30 years of experience in the finance industry.
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