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Overview Share
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Houston, Texas
$921.1 million AUM
1 office

Adell Harriman & Carpenter is based in Houston, Texas and has $921.1 million in assets under management.

Location
2700 Post Oak Blvd, Suite 1200
Houston, TX 77056
$921.1 million
AUM
12
Employees
AUM Share
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$921,138,152
Assets under management
1,697 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 258 $85,834,064 9% $332,690
High net worth individuals 321 $789,510,286 86% $2,459,534
Pension and profit sharing plans 13 $11,335,366 1% $871,951
Charitable organizations 9 $9,704,779 1% $1,078,309
Other corporations or businesses 11 $24,753,657 3% $2,250,332
Employees Share
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12
Employees
5
Investment analysts
42% of total employees
AUM per employee Share
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$921,138,152
Assets under management
$76,761,513
AUM per employee
$184,227,630
AUM per investment analyst
About Share
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Compensation

Adell Harriman & Carpenter makes money through the following ways:

  • Percentage of AUM
Services offered

Adell Harriman & Carpenter provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 107,488
SEC number 801-50660
Legal structure Corporation
Legal governance Texas, United States
Latest ADV filing date March 26, 2020

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