Incomar Investments, LLC is an adviser based in Houston. It manages $55.63 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.
Incomar Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Incomar Investments, LLC is $55.63 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Incomar Investments, LLC for their services and products based on a percentage of assets under management. 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.
Michael Stephen Schiff has been acting as President since 1 Jan 1994. Jeffrey Morris Feinberg joined the executive team most recently as the Chief Compliance Officer.
The principal office where Incomar Investments, LLC performs its advisory services is located at 10101 Southwest Freeway, Houston, TX 77074, 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 713-776-1860 or by fax 713-484-8265. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.