Rench & Muir Financial Advisors Inc (Denton)

Rench & Muir Financial Advisors Inc is a large advisory firm based in Denton. It manages $226.17 million of regulatory assets for 1,113 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Louisiana, New Hampshire, and Texas.

Rench & Muir Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, 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.

Rench & Muir Financial Advisors: assets under management

The assets under management (AUM) of Rench & Muir Financial Advisors Inc is $226.17 million. The firm's AUM has grown by 377% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $217.73 million in discretionary accounts and $8.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $263.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rench & Muir Financial Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rench & Muir Financial Advisors Inc

James Allen Rench has been acting as President since 1 Dec 1998. Thomas Earl Muir joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Allen Rench	President	1 Dec 1998	50% - 75%	1702679
Thomas Earl Muir	Secretary/treasurer	1 Dec 1998	50% - 75%	3253193

Based in Denton

The principal office where Rench & Muir Financial Advisors Inc performs its advisory services is located at 2438 Lillian Miller Pkwy, Denton, TX 76205, which is also the mailing address of the firm. An additional office of the firm is in Buena Vista, CO. It doesn’t run an office outside of the United States.