F
$106.0M Total AUM
$106.0M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2011
- Office Locations
- 1
Office Locations
2002 Timberloch Pl., Ste. 200 THE Woodlands TX
About Financial Planning Services
Financial Planning Services is a THE Woodlands-based RIA. The firm has been operating for 15 years. Managing $106.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$106.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Ridge fusion
Investment Themes
Fusion vector
Investment Vehicles
Ember
Services
Momentum peak Crest oak Legacy Meridian Pioneer ember
Owner & Executives
S
STEPHEN LEWIS GRAY
Chief Compliance Officer, Owner
- CRD
- #1599415
- Ownership
- 75% or more
(900) 469-1010
capital.summit@crestcapital.com
in linkedin.com/in/summit-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,000,000 | $437,500 |
| Non-Discretionary | $0 | -- |
| Total | $106,000,000 | $437,500 |
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Separately Managed Accounts
Total SMA Asset: $106,000,000
Equity - OTC:
32.4% Corporate - Investment Grade:
37.9% Cash:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $977,761,644 | 32.4% |
| Corporate - Investment Grade | $1,143,739,701 | 37.9% |
| Cash | $896,281,507 | 29.7% |
| Total | $3,017,782,852 | 100.0% |