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Building 2TRISPERITY ADVISORS, LLC

Map pinKATY, TX
Phone281-395-1021
NotebookSEC #801-113723
Total AUM
$335.2M
Employees
2
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22202 HIGHLAND KNOLLS DRIVE
KATY
TX 77450
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
281-395-1021

ReceiptFinancials

Total AUM
$335.2M
Accounts
825
Discretionary
$333.3M
Accounts
815
Non-Discretionary
$1.9M
Accounts
10

ContactClients

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Individual Clients
174
AUM
$57.2M
HNW Individual Clients
90
AUM
$278M

Briefcase businessServices

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Services Offered
Financial 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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