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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Asset Classes
Ember
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% |