Top Of Texas Financial Strategies, Inc. (Amarillo)

Name: Top Of Texas Financial Strategies, Inc.
Address: 720 W. 15 Th Ave., Amarillo, TX, 79101
Telephone: 806-373-9688

Top Of Texas Financial Strategies, Inc. is an adviser based in Amarillo. It manages $16 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001.

Top Of Texas Financial Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Top Of Texas Financial Strategies: assets under management

The assets under management (AUM) of Top Of Texas Financial Strategies, Inc. is $16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Top Of Texas Financial Strategies, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Top Of Texas Financial Strategies, Inc.

Patrick Henry Phillips has been acting as President since 1 Dec 1992. Inc. Top Of Texas Financial Strategies joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Top Of Texas Financial Strategies	President	1 Dec 1992	75% - 100%	111518
Patrick Henry Phillips	President	1 Dec 1992	75% - 100%	1021928

Based in Amarillo

The principal office where Top Of Texas Financial Strategies, Inc. performs its advisory services is located at 720 W. 15 Th Ave., Amarillo, TX 79101, 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 806-373-9688 or by fax 806-373-5738. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.topoftexasfinancial.com.