Composedpro, Inc. (Houston)

Name: Composedpro, Inc.
Address: 708 Main St, Houston, TX, 77002
Telephone: 2817057161

Composedpro, Inc. is an adviser based in Houston. It manages $11.11 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Composedpro provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Composedpro: assets under management

The assets under management (AUM) of Composedpro, Inc. is $11.11 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $11.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.9 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Composedpro, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bryan Travis Greer serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bryan Travis Greer is high net worth individuals with 12 clients and $7.6 million of assets under management. Among the 3 most similar advisory firms, Composedpro has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $11.11 million for 18 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Composedpro doesn't advise any private funds.

Careers at Composedpro, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bryan Travis Greer has been acting as President since 1 Mar 2018. Matthew Aaron Schwegman joined the executive team most recently as the Cco, Director, And Iar.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Aaron Schwegman	Cco, director, and iar	1 Mar 2018	50% - 75%	5967562
Bryan Travis Greer	Director	1 Mar 2018	Other	7002820

Based in Houston

The principal office where Composedpro, Inc. performs its advisory services is located at 708 Main St, Houston, TX 77002, 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 2817057161 or by fax 8325586990. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at composedpro.com.