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POTTER ADVISORS LLC

THE CARRIE POTTER GROUP, LLC

CRD 165126

Visit website

440 LOUISIANA STREET, SUITE 919, HOUSTON, TX, 77002, United States

Phone

713-982-8500

Fax

713-982-8507

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2023-10-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

All web addresses on file

Official SEC filing: View on IAPD