Ahts Advisors, LLC (Plano)

Ahts Advisors provides management services for a pooled investment vehicle. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ahts Advisors: assets under management

The assets under management (AUM) of Ahts Advisors, LLC is $337.61 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $337.61 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.61 thousand each.

Ahts Advisors has custody of $337.61 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ahts Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Plano

The principal office where Ahts Advisors, LLC performs its advisory services is located at 6900 N. Dallas Parkway,, Plano, TX 75024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-233-3323. The normal business hours are 9-5 on Other.

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