Adell Harriman & Carpenter is an investment advisor in Houston with $1.26 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
760484482
SEC advisor number
801-50660
FINRA CRD number
107488
AUM ?
$1.33 bn
(as of 28 Mar 24)
Accounts
1,963
(as of 28 Mar 24)
Employees
11
(5 investment advisory or research)
Address
Adell Harriman & Carpenter
2700 POST OAK BLVD
STE 1200
HOUSTON
TX 77056
2700 POST OAK BLVD
STE 1200
HOUSTON
TX 77056
Phone
7136211155
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22