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- Custodian
- Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-1985
- Office Locations
- 2
Office Locations
About Investors Brokerage OF Texas, Ltd.
Investors Brokerage of Texas, Ltd. (Waco, TX) provides retirement-focused advisory and brokerage services for both for-profit and not-for-profit organizations, supporting employer plans (401(k), 403(b), SIMPLE IRA and custom designs) as well as Traditional/Roth IRAs and 529 college savings plans. Operates across retail and institutional channels and clears through Hilltop Securities.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH KEVIN BROOKS
Chief Financial Officer
- CRD
- #2114242
- Ownership
- Less than 5%
TIMOTHY RANDALL KOHN
Chief Compliance Officer, MANAGING PRINCIPAL, President
- CRD
- #1113921
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BRIAN BACHIK
--
- CRD
- #2640784
THOMAS GEORGE CHASE III
Chairman
- CRD
- #2346492
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $98,597,687 | -- |
| Total | $98,597,687 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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