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Estate Resources Inc (Houston)


Estate Resources Inc is an adviser based in Houston. It manages $18 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001.

Estate Resources provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Estate Resources: assets under management

The assets under management (AUM) of Estate Resources Inc is $18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.64 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Estate Resources 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.

Based in Houston

The principal office where Estate Resources Inc performs its advisory services is located at 110 Cypress Station Dr., Houston, TX 77090, 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 281-587-2693 or by fax 281-587-0037. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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