Dyer Robertson & Lamme Inc. (Houston)
Dyer Robertson & Lamme Inc. is a large advisory firm based in Houston. It manages $310.81 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Dyer Robertson & Lamme provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Dyer Robertson & Lamme: assets under management
The assets under management (AUM) of Dyer Robertson & Lamme Inc. is $310.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Dyer Robertson & Lamme Inc. for their services and products based on a percentage of assets under management 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.
Careers at Dyer Robertson & Lamme Inc.
Pat Taylor Dyer has been acting as President since 1 Jun 1985. Thomas Michael Motter has served as the Chief Investment Officer since 1 Mar 2007. Christopher Lykes Knapp joined the executive team most recently as the Vice President, Secretary, And Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Houston
The principal office where Dyer Robertson & Lamme Inc. performs its advisory services is located at 1177 West Loop South, Houston, TX 77027, 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) 650-1995 or by fax (713) 650-1739. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.
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