523-Investment Advice

Membership

Investment Advice

Company

Industry

Website

Level

Fayez Sarofim & Co.

Investment Advice

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Senior Advisory Partner

Phone

(713) 654-4484

Address

909 Fannin, Suite 2907, Houston, Texas 77010

Main Contact

Raye G. White

Employees

150

Investment advisory firm specializing in equity and fixed-income investments on behalf of pension funds, foundations, university endowments, individual and corporate clients.

First Southwest Company

Investment Advice

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Associate

Phone

(713) 651-9850

Address

700 Milam, Suite 500, Houston, Texas 77002

Main Contact

Drew K. Masterson

Employees

Financial advisory firm involved in the underwriting of tax-exempt bonds.

Eagle Global Advisors LLC

Investment Advice

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Advisory Partner

Phone

(713) 952-3550

Address

5847 San Felipe, Suite 930, Houston, Texas 77057

Main Contact

Edward R. Allen, III

Employees

Houston-area money management firm with more than $5.3 billion in assets under management.

Kempner Capital Management, Inc.

Investment Advice

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Associate

Phone

(409) 765-6671

Address

P.O. Box 119, Galveston, Texas 77553

Main Contact

Harris L. Kempner, Jr.

Employees

Investment advisor.

Carroll Robertson Ray Investments

Investment Advice

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Limited Partner

Phone

(713) 651-8878

Address

601 Jefferson, Suite 4000, Houston, Texas 77002

Main Contact

Carroll Ray

Employees

Investment.

Everett Interests

Investment Advice

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Advisory Partner

Phone

(713) 357-4890

Address

919 Milam, Suite 1990, Houston, Texas 77002

Main Contact

C. Richard Everett

Employees

Diversified investments.

Blades International, Inc.

Investment Advice

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Associate

Phone

(713) 977-7400

Address

2425 Fountainview, Suite 350, Houston, Texas 77057

Main Contact

Sharon K. Martin

Employees

Provide expert and comprehensive trade finance brokerage services to improve your business: understanding your clients’ and prospects’ financial situations; properly structuring trade and letter-of-credit transactions.

Northwestern Mutual

Investment Advice

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Associate

Phone

(281) 566-2515

Address

2245 Texas Drive, Sugar Land, Texas 77479

Main Contact

Gary S. Wolfe, CPA, CLU, ChFC, CLTC

Employees

We offer guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.

S&P Global Ratings

Investment Advice

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Advisory Partner

Phone

212-438-1000

Address

55 Water Street, 47th Floor, New York, New York 10041

Main Contact

Joshua Buksbaum

Employees

CAZ Investments, LP

Investment Advice

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Advisory Partner

Phone

713-403-8250

Address

1 Riverway, Suite 2000, Houston, Texas 77056

Main Contact

Christopher A. Zook, Sr.

Employees

Financial advisory services.

ZTC Petro Investments LP

Investment Advice

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Advisory Partner

Phone

281-822-0080

Address

2800 Post Oak Blvd., Suite 3650, Houston, Texas 77027

Main Contact

Gabe Lerner

Employees

Financial planning consultants and investment advice.

FranChoice

Investment Advice

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Associate

Phone

713-309-6776

Address

2700 Post Oak Blvd., 21st Floor, Houston, Texas 77056

Main Contact

Adam Goldman

Employees

We help people who are interested in investing franchise business opportunities pick the right business. Our service is free.

Investment Advice

Fayez Sarofim & Co.

First Southwest Company

Eagle Global Advisors LLC

Kempner Capital Management, Inc.

Carroll Robertson Ray Investments

Everett Interests

Blades International, Inc.

Northwestern Mutual

S&P Global Ratings

CAZ Investments, LP

ZTC Petro Investments LP

FranChoice

Executive Partners