VALUED RETIREMENTS, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 114236). Regulatory assets under management: $190.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Sarah Anne Mizell | PRESIDENT AND SECRETARY OF THE BOARD; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY OF THE BOARD; VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | — |
| Cory Alan Mizell | PRESIDENT AND DIRECTOR; VICE PRESIDENT AND CHAIRMAN OF THE BOARD | — |
| Malcolm S Morris | PARTNER, BUSINESS COUNSEL; PARTNER, LEGAL COUNSEL | — |
| David Quan Hao | CHIEF COMPLIANCE OFFICER/CHIEF ENGAGEMENT OFFICER | — |
| Kathy Jones Kuria | CCO | — |
| SANDERS ALFRED MARSH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MORRIS ROBERT S | PARTNER, LEGAL COUNSEL | — |
| SHRESTHA BHARAT BHAKTA | MANAGING DIRECTOR | — |
| MIZELL SARAH ANNE | VICE PRESIDENT, CHAIRWOMAN OF THE BOARD, SECRETARY, AND TREASURER | — |
| MIZELL CORY ALAN | PRESIDENT, CCO, AND DIRECTOR | — |