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Building 2CROSSMARK WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-260-9000
NotebookSEC #801-110915
Total AUM
$1.1B
Employees
6
Clients
688

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15375 MEMORIAL DRIVE
SUITE 200
HOUSTON
TX 77079
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-260-9000

ReceiptFinancials

Total AUM
$1.1B
Accounts
688
Discretionary
$1.1B
Accounts
683
Non-Discretionary
$141.8K
Accounts
5

ContactClients

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Individual Clients
270
AUM
$55.2M
HNW Individual Clients
201
AUM
$240.7M
Pension/Profit Sharing Plan Clients
22
AUM
$319.3M
Charitable Organization Clients
183
AUM
$475.9M
Corporation or Business Clients
12
AUM
$17.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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