Khan Investment Inc. (Houston)

Name: Khan Investment Inc.
Address: 714 Fm 1960 West, Houston, TX, 77090
Telephone: 281-444-7657

Khan Investment Inc. is an adviser based in Houston. It manages $386.73 thousand of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

Khan Investment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Khan Investment: assets under management

The assets under management (AUM) of Khan Investment Inc. is $386.73 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $386.73 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.48 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Khan Investment Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Khan Investment Inc.

Sardar D Khan has been acting as President since 1 Jan 1997. Faisal D Khan has served as the Chief Investment Officer since 1 Jan 1997.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sardar D Khan	President	1 Jan 1997	25% - 50%	2788645
Faisal D Khan	Chief investment officer	1 Jan 1997	25% - 50%	2826460

Based in Houston

The principal office where Khan Investment Inc. performs its advisory services is located at 714 Fm 1960 West, Houston, TX 77090, 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 281-444-7657 or by fax 281-444-3417. The normal business hours are 8:30 to 5:00 cst on Monday - Friday. You can find more information about the New York firm at www.khanfunds.com.