$74.8M Total AUM
$74.8M Disc. AUM
-- 3Y CAGR
5 Employees
176 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2005
- Office Locations
- 3
Office Locations
10101 Fondren RD Suite 227 Houston TX
4544 Post OAK Place, Suite 150 Houston TX
-- Belle Harbor NY
About Hurwitz Associates, Inc.
Hurwitz Associates, Inc. is a Houston-based RIA with 3 offices. The firm has been operating for 21 years. Managing $74.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Insurance, Life Insurance.
Team overview
57 AVG AGE
$15.0M AVG AUM / ADVISOR
$425.0K AVG AUM / CLIENT
11.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Summit Signal matrix Focus insight Atlas pioneer
Client Personas
Catalyst
Investment Themes
North Vector vital
Investment Vehicles
Crest
Services
Zenith zenith Value
Owner & Executives
I
IAN HURWITZ
President
- CRD
- #1025531
- Ownership
- 75% or more
(843) 522-2118
element.bridge@atlascapital.com
in linkedin.com/in/alpha-unison
Showing 1 of 1 owners & executives
Unlock allContacts
S
SAMUEL ABRAHAM EPSTEIN
Intern
- CRD
- #1391588
(434) 986-5135
value.momentum@quantumcapital.com
in linkedin.com/in/ember-eagle
J
JOHN HAROLD HAVENAR
--
- CRD
- #2563499
(870) 695-5894
crest.focus@quantumcapital.com
in linkedin.com/in/insight-pioneer
S
Signal oak
Glacier summit
- CRD
- #36549
(513) 565-9532
foundation.vector@peakcapital.com
in linkedin.com/in/vertex-element
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,802,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,802,402 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,802,402
Equity - Exchange:
32.7% U.S. Government/Agency:
33.4% Cash:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,417,896 | 32.7% |
| U.S. Government/Agency | $137,295,343 | 33.4% |
| Cash | $139,350,662 | 33.9% |
| Total | $411,063,901 | 100.0% |