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Laurie Ann McRay

Aquinas Advisors, LLC

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About Laurie Ann McRay

Laurie Ann McRay is a Registered Investment Advisor Representative at Aquinas Advisors, LLC. Laurie Ann McRay has been in the industry since April 1999. Laurie Ann McRay is registered in Texas. Laurie Ann McRay is associated with Aquinas Advisors, LLC, which provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Laurie McRay is currently registered with Aquinas Advisors, LLC. Aquinas Advisors, LLC is an investment advisor based in the state of , with approximately $38,444,369 in assets under management. They offer financial planning, portfolio management for individuals, businesses and pooled investment vehicles. They serve a variety of clients including individuals (including high-net-worth individuals), pooled investment vehicles, and other businesses.

$38.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Laurie McRay’s Registration & Firm History

TX

02/06/2003 - Present

Aquinas Advisors, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/07/1999

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Ann McRay.
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