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Building 2ICON WEALTH PARTNERS, LLC

Map pinHOUSTON, TX
Phone713-904-5020
NotebookSEC #801-107992
Total AUM
$2B
Employees
19
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON
TX 77056
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
713-904-5020

ReceiptFinancials

Total AUM
$2B
Accounts
2,962
Discretionary
$2B
Accounts
2,962
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
223
AUM
$93.8M
HNW Individual Clients
248
AUM
$1.8B
Banking Clients
1
AUM
$15.8M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Charitable Organization Clients
2
AUM
$24.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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