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Building 2INNEALTA CAPITAL

Map pin
Phone(737) 808-4640
NotebookSEC #801-112421
Total AUM
$222.4M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M. TO 5:00 P.M. (CT)
Monday - Friday
Phone
(737) 808-4640

ReceiptFinancials

Total AUM
$222.4M
Accounts
172
Discretionary
$222.4M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$12.8M
HNW Individual Clients
17
AUM
$9.2M
Investment Company Clients
3
AUM
$184.5M
Corporation or Business Clients
24
AUM
$15.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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