Pritchard, Hubble & Herr, LLC (Plano)

Name: Pritchard, Hubble & Herr, LLC
Address: 2805 North Dallas Parkway, Plano, TX, 75093
Telephone: 469-467-0826

Pritchard, Hubble & Herr, LLC is a large advisory firm based in Plano. It manages $936.73 million of regulatory assets for 1,486 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, California, and 18 other states.

Pritchard, Hubble & Herr provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pritchard, Hubble & Herr: assets under management

The assets under management (AUM) of Pritchard, Hubble & Herr, LLC is $936.73 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $929 million in discretionary accounts and $7.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $641.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $203.46 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pritchard, Hubble & Herr, LLC for their services and products based on a percentage of assets under management and hourly charges. 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 Pritchard, Hubble & Herr, LLC

John Kevin Dolan has been acting as President since 1 Jan 2006. William Fields Hubble joined the executive team most recently as the Director, Chairman, Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Desantis	Director & evp	1 Jan 2001	Other	2476888
William Francis Quinn	Director	1 Jan 2001	Other	1711806
John Barton Roberson	Director	1 Apr 2001	Other	1141521
Tex Braden Grubbs	Chief compliance officer	1 Jan 2005	Other	4407939
Brian Edward Brett	Director	1 Jun 2005	Other	1286476
William Fields Hubble	Director, chairman, cio	1 Jan 2006	25% - 50%	838300
John Kevin Dolan	Director	1 Jan 2006	Other	1535765
Ronald Ellis Simmons	Director-ceo, president	1 Jan 2006	25% - 50%	2143052

Based in Plano

The principal office where Pritchard, Hubble & Herr, LLC performs its advisory services is located at 2805 North Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. An additional office of the firm is in Seminole, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 469-467-0826 or by fax 469-467-0273. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.phhinvestments.com.