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Adam G Gracely

E & G ADVISORS, LP·HOUSTON, Texas
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2000 WEST LOOP SOUTH, HOUSTON, TX 77027CRD# 5238247Firm CRD# 130550
01

About

Adam G Gracely is a registered financial advisor based in HOUSTON, Texas, affiliated with E & G ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
E & G ADVISORS, LP
E & G ADVISORS, LP
AUM
$519M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at E & G ADVISORS, LP →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5238247
Firm CRD# 130550
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam G Gracely offer?
Adam G Gracely specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Adam G Gracely's credentials?
Adam G Gracely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam G Gracely located?
Adam G Gracely is based in HOUSTON, Texas, working with E & G ADVISORS, LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Adam G Gracely charge for services?
Adam G Gracely's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E & G ADVISORS, LP?
E & G ADVISORS, LP has approximately 4 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in TexasNational Fee Analysis
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