I
CRD: 155481
Investment Strategies, L.l.c.
Corpus Christi, TX
3617399591
$76.7M Total AUM
$76.7M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2011
- Office Locations
- 1
Office Locations
-- Corpus Christi TX
About Investment Strategies, L.l.c.
Investment Strategies, L.l.c. is a Corpus Christi-based RIA. The firm has been operating for 15 years. Managing $76.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$38.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
15.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Client Personas
Ember
Investment Themes
Alpha Pathway
Investment Vehicles
Prime Harbor
Platform
Horizon catalyst
Services
Legacy Beacon radial Prime peak Glacier Atlas meridian Fusion matrix Element optima Frontier
Owner & Executives
D
DOROTHY ANN FOWLER
Managing Member
- CRD
- #4123499
- Ownership
- 50% but less than 75%
(687) 576-4261
value.catalyst@horizoncapital.com
in linkedin.com/in/optima-foundation
S
SHANA FOWLER HOFMEISTER
Chief Compliance Officer, Managing Member
- CRD
- #4501155
- Ownership
- 50% but less than 75%
(477) 458-8027
ember.matrix@meridiancapital.com
in linkedin.com/in/foundation-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,679,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,679,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,679,012
Equity - Exchange:
24.0% Public Funds:
46.4% Cash:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,514,869,459 | 24.0% |
| Public Funds | $2,928,747,622 | 46.4% |
| Cash | $1,868,339,000 | 29.6% |
| Total | $6,311,956,081 | 100.0% |