William
Porter
Brasada Capital Management, Lp
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About this Advisor
William Porter is a financial advisor based in Houston, Texas, working with Brasada Capital Management, Lp. William has previously held positions at Jp Morgan Private Bank, City National Bank, and Brasada Capital Management, Lp. William has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, William is part of Brasada Capital Management, Lp, which operates out of Houston, Texas. The firm has 14 employees and manages assets totaling $690.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Brasada Capital Management, Lp includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Brasada Capital Management, Lp Brokerage Details
$690,511,487
14
903
$764,686
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
William Porter Work History
Brasada Capital Management, Lp
City National Bank
Jp Morgan Private Bank
Disclosures
Please visit the SEC profile of William Porter 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 Brasada Capital Management, Lp
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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