Americana Partners, a Texas-Based Wealth-Management Powerhouse with $6 Billion in Assets, Adds Four-Member Team Currently Managing $715 Million in Midland, Texas, To Drive Focus on Oil and Gas Families
Previously known as The Fidelis Wealth Management Group, the team managed $715 million in client assets while at Morgan Stanley.
- Previously known as The Fidelis Wealth Management Group, the team managed $715 million in client assets while at Morgan Stanley.
- The four advisors and their team will drive the creation of Americana Partners’ new Permian Basin office in Midland, Texas.
- For Jason Fertitta, CEO and Partner of Americana Partners, the new office underlines Americana Partners’ commitment to the communities it serves.
- Americana Partners is an independent RIA headquartered in Houston, Texas, with as much as $6 Billion in assets under management.