SOFTVEST ADVISORS - Financial Advisor in Texas, Abilene

Tel: 325-677-6177 400 Pine Street Suite 1010 Abilene, Texas 79601

About SOFTVEST ADVISORS

SOFTVEST ADVISORS is a Abilene, Texas based financial advisory firm with nearly $544,212,500 in assets under management and provides investment advisory services for 6 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

300084

Firm SEC#:

801-114671

Assets Under Management:

$544,212,500

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for pooled investment vehicles
Other (PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.)

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