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ABOUT US

Houston Asset Management is a full service Registered Investment Advisory firm registered with the Texas State Securities Board and Louisiana Commissioner of Securities.  We provide comprehensive financial planning services and programs to individuals and institutions. Houston Asset Management, Inc. is not affiliated with, but offers securities through SagePoint Financial, Inc., which is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Houston Asset Management is a wholly owned subsidiary of Investment Marketing Resources, Inc., which provides an extensive array of financial products and services to its clients.


The philosophy of Houston Asset Management has remained unchanged since 1975.  Through its philosophy of becoming a working partner with its clients, Houston Asset Management becomes familiar with its clients' objectives and problems and this coupled with a thorough understanding of financial planning knowledge and techniques, we strive to provide a prompt and efficient solution of problems and achievement of clients' objectives. The experience level attained by the associates at Houston Asset Management averages over 23 years.

 

1800 West Loop South,
Suite 1980
Houston, Texas 77027-3210
 Tel.    713.629.1534
Toll Free.    800.720.PLAN (7526)
Fax.    713.629.0705		 Securities offered through SagePoint Financial, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL AR CA CO CT FL GA IA ID IL KY LA MA MD MI MN MO NC NM NV NY OH OK PA SC TN TX UT VA WA WI WV. No offers may be made or accepted from any resident outside the specific states referenced.

Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor.
A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

I acknowledge that I am a resident of one of the states listed above.