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Building 2KINGS PATH PARTNERS LLC

Map pinSUGAR LAND, TX
Phone(832) 500-3101
NotebookSEC #801-107995
Total AUM
$1.5B
Employees
8
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1039 IMPERIAL BLVD
SUITE 201
SUGAR LAND
TX 77498
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(832) 500-3101

ReceiptFinancials

Total AUM
$1.5B
Accounts
589
Discretionary
$607.4M
Accounts
565
Non-Discretionary
$921.2M
Accounts
24

ContactClients

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Individual Clients
109
AUM
$90.6M
HNW Individual Clients
47
AUM
$265.7M
Charitable Organization Clients
16
AUM
$1.1B
Corporation or Business Clients
8
AUM
$23.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COOKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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