INVESTEC ADVISORY GROUP, L.P.
Legal name: INVESTEC WEALTH STRATEGIES
CRD #109417 SEC #801-57761 HOUSTON, TX 713-622-9111
SEC Registered
Total AUM
$700.6M
Discretionary
$628.8M
Employees
11
Clients
101
Accounts
1,117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $700.6M | $628.8M | $71.8M | 11 | 0 |
| Apr 2021 | $700.6M | $628.8M | $71.8M | 11 | 0 |
| Apr 2021 | $700.6M | $628.8M | $71.8M | 11 | 0 |
| Mar 2021 | $700.6M | $628.8M | $71.8M | 11 | 0 |
| Jun 2020 | $597.8M | $544.3M | $53.5M | 11 | 0 |
| Mar 2020 | $597.8M | $544.3M | $53.5M | 11 | 0 |
| Mar 2019 | $531.7M | $488.6M | $43.1M | 9 | 0 |
| Mar 2018 | $566.1M | $516.3M | $49.8M | 7 | 0 |
| Mar 2017 | $473.8M | $414.8M | $58.9M | 8 | 200 |
| Nov 2016 | $448.6M | $402M | $46.6M | 9 | 200 |
| Mar 2016 | $448.6M | $402M | $46.6M | 8 | 200 |
| Mar 2015 | $456.1M | $407.2M | $48.8M | 9 | 200 |
| Mar 2014 | $410.8M | $343.8M | $67M | 6 | 200 |
| Mar 2013 | $318.4M | $276.4M | $42M | 7 | 200 |
| Jan 2013 | $251M | $223.5M | $27.4M | 7 | 200 |
| Jun 2012 | $251M | $223.5M | $27.4M | 6 | 200 |
| Mar 2012 | $251M | $223.5M | $27.4M | 6 | 200 |
| Mar 2012 | $251M | $223.5M | $27.4M | 6 | 200 |
| Mar 2011 | $224.3M | $200.1M | $24.2M | 10 | -- |
| Mar 2010 | $200M | $180M | $20M | 10 | -- |
| Mar 2009 | $171M | $157M | $14M | 10 | -- |
| Mar 2008 | $230.1M | $212.2M | $17.9M | 5 | -- |
| Mar 2007 | $203.2M | $187.5M | $15.8M | 5 | -- |
| Mar 2006 | $225.8M | $205.5M | $20.3M | 5 | -- |
| Mar 2004 | $155.9M | $146.9M | $9M | 5 | -- |
| Apr 2002 | $382.6M | $107.3M | $275.3M | 10 | -- |
DateSep 2021
Total AUM$700.6M
Discretionary$628.8M
Non-Disc.$71.8M
Employees11
Clients0
DateApr 2021
Total AUM$700.6M
Discretionary$628.8M
Non-Disc.$71.8M
Employees11
Clients0
DateApr 2021
Total AUM$700.6M
Discretionary$628.8M
Non-Disc.$71.8M
Employees11
Clients0
DateMar 2021
Total AUM$700.6M
Discretionary$628.8M
Non-Disc.$71.8M
Employees11
Clients0
DateJun 2020
Total AUM$597.8M
Discretionary$544.3M
Non-Disc.$53.5M
Employees11
Clients0
DateMar 2020
Total AUM$597.8M
Discretionary$544.3M
Non-Disc.$53.5M
Employees11
Clients0
DateMar 2019
Total AUM$531.7M
Discretionary$488.6M
Non-Disc.$43.1M
Employees9
Clients0
DateMar 2018
Total AUM$566.1M
Discretionary$516.3M
Non-Disc.$49.8M
Employees7
Clients0
DateMar 2017
Total AUM$473.8M
Discretionary$414.8M
Non-Disc.$58.9M
Employees8
Clients200
DateNov 2016
Total AUM$448.6M
Discretionary$402M
Non-Disc.$46.6M
Employees9
Clients200
DateMar 2016
Total AUM$448.6M
Discretionary$402M
Non-Disc.$46.6M
Employees8
Clients200
DateMar 2015
Total AUM$456.1M
Discretionary$407.2M
Non-Disc.$48.8M
Employees9
Clients200
DateMar 2014
Total AUM$410.8M
Discretionary$343.8M
Non-Disc.$67M
Employees6
Clients200
DateMar 2013
Total AUM$318.4M
Discretionary$276.4M
Non-Disc.$42M
Employees7
Clients200
DateJan 2013
Total AUM$251M
Discretionary$223.5M
Non-Disc.$27.4M
Employees7
Clients200
DateJun 2012
Total AUM$251M
Discretionary$223.5M
Non-Disc.$27.4M
Employees6
Clients200
DateMar 2012
Total AUM$251M
Discretionary$223.5M
Non-Disc.$27.4M
Employees6
Clients200
DateMar 2012
Total AUM$251M
Discretionary$223.5M
Non-Disc.$27.4M
Employees6
Clients200
DateMar 2011
Total AUM$224.3M
Discretionary$200.1M
Non-Disc.$24.2M
Employees10
Clients--
DateMar 2010
Total AUM$200M
Discretionary$180M
Non-Disc.$20M
Employees10
Clients--
DateMar 2009
Total AUM$171M
Discretionary$157M
Non-Disc.$14M
Employees10
Clients--
DateMar 2008
Total AUM$230.1M
Discretionary$212.2M
Non-Disc.$17.9M
Employees5
Clients--
DateMar 2007
Total AUM$203.2M
Discretionary$187.5M
Non-Disc.$15.8M
Employees5
Clients--
DateMar 2006
Total AUM$225.8M
Discretionary$205.5M
Non-Disc.$20.3M
Employees5
Clients--
DateMar 2004
Total AUM$155.9M
Discretionary$146.9M
Non-Disc.$9M
Employees5
Clients--
DateApr 2002
Total AUM$382.6M
Discretionary$107.3M
Non-Disc.$275.3M
Employees10
Clients--