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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2010
- Office Locations
- 1
Office Locations
About Performance Investment Group
Performance Investment Group is an independent, fee-only RIA in Houston serving investors globally. The firm builds low-cost, diversified portfolios grounded in Modern Portfolio Theory, primarily using Dimensional Fund Advisors funds alongside institutional/index providers such as Vanguard and State Street. Services include investment management with integrated financial and estate planning; custody includes Schwab and TD Ameritrade.
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Owner & Executives
ERIC MICHAEL SANDROCK
Chief Compliance Officer, Managing Member, President
- CRD
- #4067786
- Ownership
- 75% or more
DONALD LEE SANDROCK
President
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,657,152 | -- |
| Non-Discretionary | $243,940 | -- |
| Total | $54,901,092 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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