Geary Investment Advisory Service, Inc. is a large advisory firm based in Houston. It manages $53.72 million of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2007.
Geary Investment Advisory Service provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Geary Investment Advisory Service, Inc. is $53.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Geary Investment Advisory Service, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert John Geary has been acting as President since 1 May 1985. Evelyn Jeanneatte Geary joined the executive team most recently as the Secretary/Treasurer.
The principal office where Geary Investment Advisory Service, Inc. performs its advisory services is located at 4224 Judson Street, Houston, TX 77005 1927, 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 713-661-3183 or by fax 713-661-6329. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.gearyinvestmentadvisory.com.