Houston, TX San Felipe Street Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

2

Of 1,039 advisors across 223 offices

Location

4265 San Felipe Street, 8th Floor

Houston TX 77027

Advisors at this office

2

Advisors at this office

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John D

Series 63, Series 65

Houston, TX

Hightower Advisors

John Dawson III is a financial advisor with Hightower Advisors based in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at various Salient entities from 2010 to 2018 before joining Hightower in 2018. Outside of advisory, he is involved in managing several single-tenant office building LLCs. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to deliver diversified portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Stephen S

Series 63, Series 65

Houston, TX

Hightower Advisors

Stephen Strake Sr. is a financial advisor with Hightower Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at various Salient entities and Endowment Advisers, spanning nearly two decades prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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