The HOMAGE WEALTH GROUP is a privately held investment adviser that advises $366.16mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HOMAGE WEALTH GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.42 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1400 POST OAK BLVD. SUITE 625, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $366.16mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $337.86mn or 92.27% of Total Assets and Charitable Organizations own $28.29mn or 7.73% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HOMAGE WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.