Heather
Ayres
Caz Investments L.P
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About this Advisor
Heather Ayres is a financial advisor based in Houston, Texas, working with Caz Investments L.P. Heather has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, American Business Planning, and Caz Investments L.P. Heather has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Heather is part of Caz Investments L.P, which operates out of Houston, Texas. The firm has 1 office and 48 employees. The firm manages assets totaling $6.4 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Caz Investments L.P includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caz Investments L.P Brokerage Details
$6,402,686,432
48
8,044
$795,958
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Heather Ayres Work History
Caz Investments Lp
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
American Business Planning
Disclosures
Please visit the SEC profile of Heather Ayres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caz Investments L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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