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Building 2TL PRIVATE WEALTH

Map pinSOUTHLAKE, TX
Phone682-831-1048
NotebookSEC #801-110449
Total AUM
$364.5M
Employees
4
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 S KIMBALL AVE
SUITE 120
SOUTHLAKE
TX 76092
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
682-831-1048
Other Offices
1

ReceiptFinancials

Total AUM
$364.5M
Accounts
682
Discretionary
$364.5M
Accounts
682
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$52.8M
HNW Individual Clients
125
AUM
$311.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALANHOKTX

HandshakeAffiliates

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

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