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Jordan Chick Gary (Wichita Falls)


Jordan Chick Gary is a large advisory firm based in Wichita Falls. It manages $34.79 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Texas and Wisconsin.

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Jordan Chick Gary provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordan Chick Gary: assets under management

The assets under management (AUM) of Jordan Chick Gary is $34.79 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27.02 million in discretionary accounts and $7.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordan Chick Gary for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wichita Falls

The principal office where Jordan Chick Gary performs its advisory services is located at 2110 Kemp Blvd, Wichita Falls, TX 76309, 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 940-761-2527 or by fax 940-322-2710. The normal business hours are 8:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.investmentplanner.net.


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