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Adam Reese Threadgill

THREADGILL FINANCIAL, LLC·HOUSTON, Texas
Clean recordTHREADGILL FINANCIAL, LLC
8556 KATY FWY, HOUSTON, TX 77024CRD# 6451623Firm CRD# 174865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Reese Threadgill · HOUSTON, TX
Registration
CRD #6451623 · THREADGILL FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Reese Threadgill is a registered financial advisor based in HOUSTON, Texas, affiliated with THREADGILL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THREADGILL FINANCIAL, LLC
THREADGILL FINANCIAL, LLC
AUM
$325M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6451623
Firm CRD# 174865
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Reese Threadgill offer?
Adam Reese Threadgill specializes in Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Adam Reese Threadgill's credentials?
Adam Reese Threadgill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Reese Threadgill located?
Adam Reese Threadgill is based in HOUSTON, Texas, working with THREADGILL FINANCIAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Adam Reese Threadgill charge for services?
Adam Reese Threadgill's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THREADGILL FINANCIAL, LLC?
THREADGILL FINANCIAL, LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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