Contractor
Wells Fargo Advisors
2 customers • 6 returns • Latest tax year 2023 • Houston, TX
Investment MgmtInvestment Advisors
Customers
2
Returns
6
Total Compensation
$2,641,563
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| University of Houston Foundation | 74-6041411 | 4 | 2023 | Investment Mgmt | $2,402,723 |
| The Kinkaid School Endowment Fund Inc | 76-0460841 | 2 | 2015 | Investment Advisors | $238,840 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2023 | University of Houston Foundation | 990 | Investment Mgmt | 2700 Post Oak Blvd Ste 900, Houston, TX 77056 | $677,442 | View return |
| 2022 | University of Houston Foundation | 990 | Investment Mgmt | 2700 Post Oak Blvd Ste 900, Houston, TX 77056 | $587,019 | View return |
| 2021 | University of Houston Foundation | 990 | Investment Mgmt | 2700 Post Oak Blvd Ste 900, Houston, TX 77056 | $598,250 | View return |
| 2020 | University of Houston Foundation | 990 | Investment Mgmt | 2700 Post Oak Blvd Ste 900, Houston, TX 77056 | $540,012 | View return |
| 2015 | The Kinkaid School Endowment Fund Inc | 990 | Investment Advisors | 909 Fannin Suite 1200, Houston, TX 77010 | $115,648 | View return |
| 2014 | The Kinkaid School Endowment Fund Inc | 990 | Investment Advisors | 909 Fannin Suite 1200, Houston, TX 77010 | $123,192 | View return |