Henry
Stevens

Ias Wealth Management, Inc

CRD#5839339
Investment Advisor
in Spring, TX

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About this Advisor

Henry Stevens is a financial advisor based in Spring, Texas, working with Ias Wealth Management, Inc. Henry has previously held a position at Investment Advisory Services, Inc. Henry has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Henry is part of Ias Wealth Management, Inc, which operates out of Spring, Texas. The firm has 7 employees and manages assets totaling $447.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Ias Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9303 New Trails Drive Suite 450
Spring, TX 77381

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Ias Wealth Management, Inc Brokerage Details

Total Assets Under Management

$447,487,333

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

781

TX Average: 2,315
Average Account Size

$572,967

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Henry Stevens Work History

2010 - Present (15 years)

Investment Advisory Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Henry Stevens 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 Ias Wealth Management, Inc

John Haynes
Spring, TX
Henry Stevens
Spring, TX
Jason Henry
Spring, TX
Curt Beck
Spring, 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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