Inroads Capital Management LLC is a large advisory firm based in Houston. It manages $170.8 million of regulatory assets for 432 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Georgia, Louisiana, and Texas.
Inroads Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Inroads Capital Management LLC is $170.8 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Inroads Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Inroads Capital Management LLC performs its advisory services is located at Suite 2020, One Riverway, Houston, TX 77056 1993, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-595-1460 or by fax 713-595-1461. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.