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Building 2JAYKAY WEALTH ADVISORS, INC.

Map pinHOUSTON, TX
Phone713-780-4575
NotebookSEC #801-113311
Total AUM
$173.8M
Employees
6
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6200 SAVOY DR.
#300
HOUSTON
TX 77036
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
713-780-4575

ReceiptFinancials

Total AUM
$173.8M
Accounts
354
Discretionary
$173.8M
Accounts
354
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$17.5M
HNW Individual Clients
88
AUM
$147.9M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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