Americana Partners
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Finance · Texas, United States · 51-200 Employees

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Overview

Headquarters

811 Louisiana St Ste 2420, Houston, Texa...

Phone Number

(713) 429-5552

Website

www.americanapartners.com

Revenue

$38.7 Million

Industry

Finance Securities Trading

About Americana Partners

Founded in 2019, Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their wealth. Headquartered in Houston and with offices in Austin, Dallas and Midland, Americana offers financial planning and investment management services. Americana is part of the Dynasty Financial Partners strategic solutions network.Explore more
Americana Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Americana Partners Org Chart

JV
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Jorge Vélez

Chief Executive Officer Founding Partner

PhoneEmail
BL
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Benjamin Lemley

Controller

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SB
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Sheldon Busch

Managing Director and Partner

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RS
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Managing Director, Private Wealth Advisor

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BB
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Managing Director and Founding Partner

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MM
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Managing Director

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MC
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Managing Director, Partner

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MM
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Managing Director and Private Wealth Advisor

PhoneEmail
RW
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Managing Director and Founding Partner

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JC
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Managing Director and Founding Partner

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CB
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Senior Vice President and Private Wealth Advi...

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Senior VP, Private Wealth Advisory

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Compare Similar Companies to Americana Partners

Compare insights from companies similar to Americana Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Americana Partners

$38.7M
51-200
Private
<$5M
2019
JV
Jorge VélezCEO Founding Partner
Balentine
$67M
51-200
Private
<$5M
2009
JD
Jennifer DangarChief Operating Officer
Disciplined Equities Mana...
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
Brassell Wealth & Retirem...
$12.1M
51-200
Private
-
-
BB
Brian BrassellOwner and Managing Principal
Vivaldi Capital Managemen...
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
Greenwood Capital Associa...
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
Cabot Lodge Securities
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Americana Partners Tech Stack

A closer look at the technologies used by Americana Partners

WordPress.org

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Automattic
PHP

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PHP
Google Universal Analytics

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Google
Proofpoint

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Proofpoint
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Frequently Asked Questions Regarding Americana Partners

What is Americana Partners's official website?
Americana Partners's official website is www.americanapartners.com What is Americana Partners's Revenue?
Americana Partners's revenue is $38.7 Million What is Americana Partners's SIC code?
Americana Partners's SIC: 62,628 What is Americana Partners's NAICS code?
Americana Partners's NAICS: 52,523 How many employees does Americana Partners have?
Americana Partners has 51-200 employees What industry does Americana Partners belong to?
Americana Partners is in the industry of: Finance, Securities Trading What is Americana Partners competition?
Americana Partners top competitors include: Vivaldi Capital Management, Disciplined Equities Management, Balentine, Greenwood Capital Associates What companies has Americana Partners acquired?
Americana Partners has acquired the companies: Goodpasture Gray, NRT Consulting Group, Boulevard Family Wealth What technology does Americana Partners use?
Some of the popular technologies that Americana Partners uses are: WordPress.org, PHP, Google Universal Analytics, Proofpoint How do I contact Americana Partners?
Americana Partners contact info: Phone number: (713) 429-5552 Website: www.americanapartners.com What does Americana Partners do?

Founded in 2019, Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their wealth. Headquartered in Houston and with offices in Austin, Dallas and Midland, Americana offers financial planning and investment management services. Americana is part of... the Dynasty Financial Partners strategic solutions network.Read More

 What are Americana Partners social media links?
Americana Partners Linkedin page Americana Partners Twitter page Americana Partners Facebook page Who invested in Americana Partners?
Americana Partners has 2 investors including Lovell Minnick Partners and PPP. Is Americana Partners a public company?
Americana Partners is private company therefore does not currently have an official ticker symbol
See more information about Americana Partners

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