Also known as stegent equity
Stegent Equity Advisors, Inc. is a financial advisory firm based in Houston, Texas, founded in 1995 and managing roughly $244 million. It serves individuals, trusts and small businesses. Services include asset management based on asset allocation matched to a client's profile and risk tolerance, tax planning and tax return preparation, retirement planning, financial planning and estate planning. Its team includes professionals holding CFP, CPA and enrolled agent credentials. The firm advocates sensible long-term investing and adequate insurance coverage, and its financial planning process begins with an in-depth review of the client's current situation and goals.
Public regulatory records matched to Stegent Equity Advisors from SEC and IRS filings.
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Stegent Equity Advisors is a wealth manager based in Houston, United States, managing approximately $244M in assets.
Stegent Equity Advisors is headquartered in Houston, United States.
Stegent Equity Advisors manages approximately $244M in assets under management.
Stegent Equity Advisors was founded in 1995.
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