Amegy Investments, Inc. (Houston)

Amegy Investments, Inc. is a large advisory firm based in Houston. It manages $1.97 billion of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.

Amegy Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amegy Investments: assets under management

The assets under management (AUM) of Amegy Investments, Inc. is $1.97 billion. The firm's AUM has grown by 3832% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amegy Investments, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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 Amegy Investments, Inc.

Jane Jia Ouyang has been acting as President since 1 Feb 2005. Stephen Gerard Hines joined the executive team most recently as the President / Director / Rosfp / Mp.

Direct owners and executive officers

Indirect Owners

Based in Houston

The principal office where Amegy Investments, Inc. performs its advisory services is located at 4400 Post Oak Parkway, Houston, TX 77027 3421, which is also the mailing address of the firm. An additional office of the firm is in The Woodlands, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-232-2222 or by fax 713-571-5396. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at amegybank.com.

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