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- Custodian
- Capital Group · LPL Financial · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Arete Advisors
Arete Advisors is a Houston-based advisory firm focused on business owners and executives, pairing business advisory with wealth management to help clients navigate major life and liquidity transitions. The team emphasizes exit planning and employee incentive planning to retain management through ownership changes. Portfolios are built around asset allocation and risk management using model portfolios with mutual funds and ETFs, with access via LPL Financial.
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DAVID A TOLSON
President
- CRD
- #4787645
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,243,472 | -- |
| Non-Discretionary | $3,295,269 | -- |
| Total | $48,538,741 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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