Phillips Ray Capital Management, Inc., based out of Fort Worth, TX, is a reputable investment advisory firm catering to high net worth individuals. With over 30 individual clients and a commendable track record, they oversee a substantial $111,644,000 in assets under management. As a small firm, they prioritize personalized service and maintain a single office location.
Dedicated to maximizing returns for their clients, Phillips Ray Capital Management, Inc. excels in discretionary asset management, with an impressive 79% of their managed assets falling under this category. Their compensation structure is flexible and tailored to ...
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Assets Under Mgmt
$111.64M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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