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).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Tri-star Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William T. Payne
CRD#: 2294559
5718 Westheimer, Suite 950a, Houston, TX 77057

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 C. Vaughan
CRD#: 2449905
5718 Westheimer, Suite 950a, Houston, TX 77057

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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