Briggs Management & Research Co. (Houston)

Briggs Management & Research Co. is an adviser based in Houston. It manages $16.61 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001.

Briggs Management & Research provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and valuations of privately owned companies. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as valuation-private businesses.

Briggs Management & Research: assets under management

The assets under management (AUM) of Briggs Management & Research Co. is $16.61 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.95 million in discretionary accounts and $6.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $523.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.66 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Briggs Management & Research Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Briggs Management & Research Co.

George Chisholm Briggs has been acting as President since 1 Oct 1969. Ellen Olsen Briggs joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Chisholm Briggs	President	1 Oct 1969	75% - 100%	4437222
Ellen Olsen Briggs	Vice president	1 Jul 1974	25% - 50%	4437223

Based in Houston

The principal office where Briggs Management & Research Co. performs its advisory services is located at 1000 Main Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.