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Gulf Investment Management Inc (Houston)


Gulf Investment Management Inc is a large advisory firm based in Houston. It manages $2.47 billion of regulatory assets for 7,000 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Gulf Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gulf Investment Management: assets under management

The assets under management (AUM) of Gulf Investment Management Inc is $2.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $352.19 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gulf Investment Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Gulf Investment Management Inc performs its advisory services is located at 840 Gessner, Suite 500, Houston, TX 77024, 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 713-461-0660 or by fax 713-461-7016. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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