Geary Investment Advisory Service, Inc. (Houston)

Name: Geary Investment Advisory Service, Inc.
Address: 4224 Judson Street, Houston, TX, 77005 1927
Telephone: 713-661-3183

Geary Investment Advisory Service, Inc. is a large advisory firm based in Houston. It manages $53.72 million of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2007.

Geary Investment Advisory Service provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Geary Investment Advisory Service: assets under management

The assets under management (AUM) of Geary Investment Advisory Service, Inc. is $53.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geary Investment Advisory Service, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Geary Investment Advisory Service, Inc.

Robert John Geary has been acting as President since 1 May 1985. Evelyn Jeanneatte Geary joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Geary	President/chief compliance officer	1 May 1985	75% - 100%	852622
Evelyn Jeanneatte Geary	Secretary/treasurer	1 Sep 1985	Other	4518978

Based in Houston

The principal office where Geary Investment Advisory Service, Inc. performs its advisory services is located at 4224 Judson Street, Houston, TX 77005 1927, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-661-3183 or by fax 713-661-6329. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.gearyinvestmentadvisory.com.