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Eric Preston Bartee

TRUST ADVISORS INC.·HOUSTON, Texas
Unclaimed Profile
1929 ALLEN PARKWAY, HOUSTON, TX 77019CRD# 5912117Firm CRD# 157508
01

About

Eric Preston Bartee is a registered financial advisor based in HOUSTON, Texas, affiliated with TRUST ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
TRUST ADVISORS, INC.
TRUST ADVISORS, INC.
AUM
$5.5B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at TRUST ADVISORS, INC. →
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5912117
Firm CRD# 157508
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Preston Bartee offer?
Eric Preston Bartee specializes in Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Eric Preston Bartee's credentials?
Eric Preston Bartee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Preston Bartee located?
Eric Preston Bartee is based in HOUSTON, Texas, working with TRUST ADVISORS INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Eric Preston Bartee charge for services?
Eric Preston Bartee'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 TRUST ADVISORS INC.?
TRUST ADVISORS INC. has approximately 83 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUST ADVISORS INC.

Stanley Ray Szafran
HOUSTON, TX
Emily Marie Herbster
HOUSTON, TX
Steven Douglas Metzger
HOUSTON, TX
Greta Brown
HOUSTON, TX
Kendall Claire Hanno
HOUSTON, TX
Maria Esther Bateman
HOUSTON, TX

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Research
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