T
$200.0K Total AUM
$200.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
-- Houston TX
About Texas First Investment Management Company
Texas First Investment Management Company is a Houston-based RIA. The firm has been operating for 21 years. Managing $200.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$200.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS ROBERT CANNON
Chief Compliance Officer, Chief Investment Officer, Limited Partner, President
- CRD
- #834174
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEVEN JOSEPH FINKELMAN
Chief Financial Officer, Limited Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,000 | $1,109,524 |
| Non-Discretionary | $0 | $1,900,000 |
| Total | $200,000 | $1,145,455 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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