Investment Advisory Services
Established in 1994, Investment Advisory Services is a Texas-based wealth manager and registered investment advisor.
Investment Advisory Services
Established in 1994, Investment Advisory Services is a Texas-based wealth manager and registered investment advisor. It provides services including financial planning, wealth management, tax planning, retirement planning, portfolio management, and investment management. The services are offered to individuals, high net-worth individuals, trusts, and estates.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
AUM
—
Location
Region
—
Country
—
City
The Woodlands
Corporate office
9303 New Trails Drive Suite 450
Frequently asked questions
What is Investment Advisory Services?
Investment Advisory Services is a bank / wealth / trust headquartered in The Woodlands.
When was Investment Advisory Services founded?
Investment Advisory Services was founded in 1994.
Where is Investment Advisory Services headquartered?
Investment Advisory Services is headquartered in The Woodlands.
What does Altss track for Investment Advisory Services?
Altss maintains an OSINT-verified profile of Investment Advisory Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Investment Advisory Services's website?
Investment Advisory Services's public website is www.iastexas.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Investment Advisory Services?
Investment Advisory Services is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Investment Advisory Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Investment Advisory Services?
Investment Advisory Services's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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