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Henry Alan Stevens

IAS WEALTH MANAGEMENT, INC.·THE WOODLANDS, Texas
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9303 NEW TRAILS DRIVE, THE WOODLANDS, TX 77381CRD# 5839339Firm CRD# 112486
01

About

Henry Alan Stevens is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with IAS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC.
AUM
$447M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at IAS WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5839339
Firm CRD# 112486
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Henry Alan Stevens offer?
Henry Alan Stevens specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Henry Alan Stevens's credentials?
Henry Alan Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Alan Stevens located?
Henry Alan Stevens is based in THE WOODLANDS, Texas, working with IAS WEALTH MANAGEMENT, INC.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Henry Alan Stevens charge for services?
Henry Alan Stevens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IAS WEALTH MANAGEMENT, INC.?
IAS WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $447M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in THE WOODLANDS
Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
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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