Investment adviser · CRD 120145

AMEGY INVESTMENTS, INC.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Aug 19, 2015

Regulatory AUM
$1.97B
Form ADV · Item 5.F
Client accounts
186
Accounts, not individual clients
Employees
36
Reported in this filing
Advisory professionals
17
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 19, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

4400 POST OAK PARKWAY
HOUSTON, TX, 77027-3421, United States

CRD 120145

Filing source

Form ADV 942006 · Aug 19, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.