RIA Intelligence

SOFTEQ ADVISORS LLC

CRD #329495 SEC #802-130467 HOUSTON, TX 281-552-5000
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
May 14, 2024
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Carter, Joel, ReaganICHIEF COMPLIANCE OFFICERNA
Howard, Christopher, AlanIMANAGING DIRECTORC Control
Howard, Christopher, AlanIMANAGING DIRECTORC Control
Siarkowski, BretIMANAGING DIRECTORC Control

Registrations

Federal

ERA
May 14, 2024 REGISTERED

Address

1155 DAIRY ASHFORD RD
SUITE 125
HOUSTON, TX 77079
United States
Phone: 281-552-5000