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CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Tel: 713-332-8400
3040 Post Oak Blvd.
Suite 300
Houston, Texas  77056

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CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

CARRIAGE SERVICES INVESTMENT ADVISORS, INC. is a Houston, Texas based financial advisory firm with nearly $272,694,075 in assets under management and provides investment advisory services for 140 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Other (PORTFOLIO MANAGEMENT FOR TRUSTS)

Fee Structure:

A percentage of AUM

Firm CRD#:

164325

SEC#:

801-76865

No. of Clients:

140

Assets under Management

$272,694,075

No. of Advisors:

6

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