Aquinas Investment Advisers Inc is a large advisory firm based in Dallas. It manages $202.67 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.
Aquinas Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aquinas Investment Advisers Inc is $202.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aquinas Investment Advisers Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Frank Andrew Rauscher has been acting as President since 1 Jun 1994. John Farrell Hughes joined the executive team most recently as the Chairman.
The principal office where Aquinas Investment Advisers Inc performs its advisory services is located at 5310 Harvest Hill Rd., Ste 248, Dallas, TX 75230, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 972-233-6655 or by fax 972-661-0140. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.aquinasfunds.com.