Managed Financial Services Corp Inc (Houston)

Name: Managed Financial Services Corp Inc
Address: 14550 Torrey Chase Blvd, Houston, TX, 77014
Telephone: 281-880-7200

Managed Financial Services Corp Inc is an adviser based in Houston. It manages $58 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 11 other states.

Managed Financial Services Corp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Managed Financial Services Corp: assets under management

The assets under management (AUM) of Managed Financial Services Corp Inc is $58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $282.93 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Managed Financial Services Corp 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 Managed Financial Services Corp Inc

John Wesley Cook has been acting as President since 1 Mar 1997. James R Delonas joined the executive team most recently as the Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wesley Cook	President	1 Mar 1997	50% - 75%	1452978
William Ronald Mitchell	Senior vice president	1 Mar 1997	25% - 50%	2778930
Joi Catherine Murphy	Vice president	1 May 1999	25% - 50%	3072454
James R Delonas	Coo	1 Jan 2000	Other	4133588

Based in Houston

The principal office where Managed Financial Services Corp Inc performs its advisory services is located at 14550 Torrey Chase Blvd, Houston, TX 77014, 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 281-880-7200 or by fax 281-880-7277. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.managedfinancial.com.