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$59.0M Total AUM
$59.0M Disc. AUM
-- 3Y CAGR
13 Employees
372 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2022
- Office Locations
- 3
Office Locations
1800 W. Loop S Suite 1800 Houston TX
20405 State Highway 249 Suite 640 Houston TX
-- Houston TX
About TIP Group LLC
TIP Group LLC is a Houston-based RIA with 3 offices. The firm has been operating for 3 years. Managing $59.0M in total assets under management, with 13 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
32 AVG AGE
$4.5M AVG AUM / ADVISOR
$158.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TEHRREK LEE FITZPATRICK
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4795609
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Cameron Robert Cooper
--
- CRD
- #7226385
Available
Available
Available
N
Nikolas Jose Daboin
Financial Advisor
- CRD
- #7902385
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,040,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,040,071 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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