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Building 2ENGRAVE WEALTH PARTNERS, LLC

Map pinTHE WOODLANDS, TX
Phone281-616-5935
NotebookSEC #801-111073
Total AUM
$664.4M
Employees
7
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1725 HUGHES LANDING BLVD.
SUITE 880
THE WOODLANDS
TX 77381
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
281-616-5935

ReceiptFinancials

Total AUM
$664.4M
Accounts
1,215
Discretionary
$664.4M
Accounts
1,215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$84.5M
HNW Individual Clients
222
AUM
$579.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLATX

HandshakeAffiliates

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

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