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TRI-STAR ADVISORS, INC.
TRI-STAR ADVISORS INC.
CRD 149760 · SEC 801-70769
5718 WESTHEIMER, SUITE 950A, HOUSTON, TX, 77057, United States
Phone
713-735-9200
Fax
713-735-9226
Registration
— (—)
Source
State registered
Total AUM
$67.9M
Discretionary AUM
$67.9M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $10.7M |
| High net worth individuals | 25 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD