D
$95.9M Total AUM
$95.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
14 yrs Firm Age
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2012
- Office Locations
- 1
Office Locations
-- Houston TX
About Dancourt Management, LLC
Dancourt Management, LLC is a Houston-based RIA. The firm has been operating for 14 years. Managing $95.9M in total assets under management, with 1 advisory representatives. They custody assets with Prudential.
Team overview
66 AVG AGE
$95.9M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID HUAIMING CHOW
Financial Advisor, General Partner
- CRD
- #1401207
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,896,883 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,896,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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