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Ledergerber Maricela Martinez (Houston)


Ledergerber Maricela Martinez is an adviser based in Houston. It manages $28 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.




Ledergerber Maricela Martinez provides financial planning services, portfolio management for individuals and small businesses, and general financial consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ledergerber Maricela Martinez: assets under management

The assets under management (AUM) of Ledergerber Maricela Martinez is $28 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $533.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ledergerber Maricela Martinez for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Ledergerber Maricela Martinez performs its advisory services is located at 947 Patterson Street, Houston, TX 77007 5437, 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 713-980-2989 or by fax 713-583-8710. The normal business hours are 9:30 am- 4:30 pm on Monday - Friday.


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