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Building 2STYRE WEALTH

Map pinFORT WORTH, TX
Phone817-605-7833
NotebookSEC #801-111027
Total AUM
$250.8M
Employees
6
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1517 8TH AVE
FORT WORTH
TX 76104
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
817-605-7833

ReceiptFinancials

Total AUM
$250.8M
Accounts
697
Discretionary
$206M
Accounts
691
Non-Discretionary
$44.8M
Accounts
6

ContactClients

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Individual Clients
127
AUM
$54.4M
HNW Individual Clients
67
AUM
$150.5M
Pension/Profit Sharing Plan Clients
6
AUM
$44.8M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$100.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAOKTX

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

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