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Investment Strategies, L.L.C. (Corpus Christi)


Investment Strategies, L.L.C. is a related adviser based in Corpus Christi. It manages $24.53 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

Investment Strategies, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Strategies, L.L.C: assets under management

The assets under management (AUM) of Investment Strategies, L.L.C. is $24.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $521.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Strategies, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corpus Christi

The principal office where Investment Strategies, L.L.C. performs its advisory services is located at 8013 St. Laurent, Corpus Christi, TX 78414, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 361-994-0784. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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