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Building 2RHAME & GORRELL WEALTH MANAGEMENT

Map pinTHE WOODLANDS, TX
Phone(832) 789-1100
NotebookSEC #801-107332
Total AUM
$1.1B
Employees
27
Clients
776

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 LAKE ROBBINS DRIVE
SUITE 360
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(832) 789-1100
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,625
Discretionary
$1.1B
Accounts
2,625
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
482
AUM
$172.7M
HNW Individual Clients
294
AUM
$934.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILLAMSNCNHOKTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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