Mccrory Associates Investment Management Inc. (Houston)

Mccrory Associates Investment Management Inc. is a large advisory firm based in Houston. It manages $40.56 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001.

Mccrory Associates Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccrory Associates Investment Management: assets under management

The assets under management (AUM) of Mccrory Associates Investment Management Inc. is $40.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $488.68 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mccrory Associates Investment Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mccrory Associates Investment Management Inc.

Aimee Bess Mccrory has been acting as President since 1 Apr 1989. Donald Brann Mccrory joined the executive team most recently as the Consultant/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aimee Bess Mccrory	President	1 Apr 1989	75% - 100%	834679
Matthew Luke Kissinger	Portfolio manager, investment analyst	1 Sep 1995	Other	4366831
Steven Cline Gammage	Portfolio manager, sr. investment analyst	1 Mar 1997	Other	1831278
Donald Brann Mccrory	Consultant/director	1 Jan 2000	Other	1009554

Based in Houston

The principal office where Mccrory Associates Investment Management Inc. performs its advisory services is located at 5065 Westheimer, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.