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Building 2WEALTH COVENANT GROUP LLC

Map pinHOUSTON, TX
Phone(281) 640-8100
NotebookSEC #801-112278
Total AUM
$290.7M
Employees
4
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7904 N. SAM HOUSTON PKWY W., SUITE 310
SUITE 310
HOUSTON
TX 77064
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(281) 640-8100

ReceiptFinancials

Total AUM
$290.7M
Accounts
363
Discretionary
$290.7M
Accounts
363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$12M
HNW Individual Clients
60
AUM
$278.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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