I
CRD: 114455
Incomar Investments, LLC
Sugar Land, TX, 77478
7137761860
$91.9M Total AUM
$78.5M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-06-2001
- Office Locations
- 1
Office Locations
101 Southwestern Blvd Suite 112 Sugar Land TX
About Incomar Investments, LLC
Incomar Investments, LLC is a Sugar Land-based RIA. The firm has been operating for 25 years. Managing $91.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
63 AVG AGE
$45.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
24.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
Oak beacon
Investment Themes
Foundation Radial timber
Investment Vehicles
Unison
Services
Legacy Vertex meridian Summit radial
Owner & Executives
M
MICHAEL STEPHEN SCHIFF
Managing Partner, President
- CRD
- #2484432
- Ownership
- 75% or more
(426) 958-4075
vertex.frontier@alphacapital.com
in linkedin.com/in/beacon-focus
J
JEFFREY MORRIS FEINBERG
Chief Compliance Officer, Partner
- CRD
- #1934327
- Ownership
- 10% but less than 25%
(218) 368-9872
delta.harbor@atlascapital.com
in linkedin.com/in/optima-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,546,602 | $429,315 |
| Non-Discretionary | $13,330,559 | $85,000 |
| Total | $91,877,161 | $409,061 |
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Separately Managed Accounts
Total SMA Asset: $91,877,161
Equity - Exchange:
26.4% Other:
25.1% Cash:
14.3% U.S. Government/Agency:
6.8% Municipal Bonds:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,423,535,112 | 26.4% |
| Other | $1,353,436,792 | 25.1% |
| Cash | $771,081,519 | 14.3% |
| U.S. Government/Agency | $366,668,135 | 6.8% |
| Municipal Bonds | $1,477,456,895 | 27.4% |
| Total | $5,392,178,453 | 100.0% |