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James Edward Pozzi

AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.·LEAGUE CITY, Texas
Unclaimed Profile
2450 SOUTH SHORE BLVD, LEAGUE CITY, TX 77573-2997CRD# 1948825Firm CRD# 155158
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About

James Edward Pozzi is a registered financial advisor based in LEAGUE CITY, Texas, affiliated with AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.
ANRIA
AUM
$352M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: DIRECT COST REIMBURSEMENT
Regulatory
SEC/IARD CRD# 1948825
Firm CRD# 155158
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edward Pozzi offer?
James Edward Pozzi specializes in Investment Management, Wealth Management. Contact their office in LEAGUE CITY, Texas for a consultation.
What are James Edward Pozzi's credentials?
James Edward Pozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Pozzi located?
James Edward Pozzi is based in LEAGUE CITY, Texas, working with AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.. Their office serves clients in the LEAGUE CITY metropolitan area and surrounding communities.
How does James Edward Pozzi charge for services?
James Edward Pozzi's firm is compensated through percentage of aum, subscription fees, other: direct cost reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.?
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC. has approximately 26 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEAGUE CITY
Brian Michael Burke — AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.Dwain Allen Akins — AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.John Mark Flippin — AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.Irwin Max Herz — AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.Suzanne Brock Saunders — AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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