Aquinas Investment Advisers Inc (Dallas)

Name: Aquinas Investment Advisers Inc
Address: 5310 Harvest Hill Rd., Ste 248, Dallas, TX, 75230
Telephone: 972-233-6655

Aquinas Investment Advisers Inc is a large advisory firm based in Dallas. It manages $202.67 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.

Aquinas Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aquinas Investment Advisers: assets under management

The assets under management (AUM) of Aquinas Investment Advisers Inc is $202.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.48 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aquinas Investment Advisers 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.

Careers at Aquinas Investment Advisers Inc

Frank Andrew Rauscher has been acting as President since 1 Jun 1994. John Farrell Hughes joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Catholic Foundation	Parent	1 Sep 1993	75% - 100%	104721
Frank Andrew Rauscher	President	1 Jun 1994	Other	2450229
Charles Jr. Clark	Secretary/treasurer	1 Jan 1997	Other	4358053
John Joseph Kickham	Director	1 Jan 1997	Other	4359565
Mark David Godvin	Director	1 Jan 1998	Other	1189421
John Farrell Hughes	Chairman	1 Jan 2001	Other	1468184
Jr. Francis Howard Manning	Director	1 Jan 2001	Other	4363015
Patrick Kelly Mayer	Director	1 Jan 2001	Other	2463296
Joseph Boyd Neuhoff	Director	1 Jan 2001	Other	4363047
Joseph Oliver Mcgonigle	Director	1 Jan 2001	Other	4363057
Edward Willis Machir	Director	1 Jan 2001	Other	4363062
Frank Andrew Rauscher	President/cco	1 Oct 2004	Other	2450229

Based in Dallas

The principal office where Aquinas Investment Advisers Inc performs its advisory services is located at 5310 Harvest Hill Rd., Ste 248, Dallas, TX 75230, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 972-233-6655 or by fax 972-661-0140. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.aquinasfunds.com.