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Building 2RED SWAN PRIVATE CLIENT

Map pinHOUSTON, TX
Phone713-360-7928
NotebookSEC #801-118188
Total AUM
$165.3M
Employees
8
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4201 MAIN ST
SUITE 203
HOUSTON
TX 77002
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
713-360-7928

ReceiptFinancials

Total AUM
$165.3M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$165.3M
Accounts
7

ContactClients

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Corporation or Business Clients
7
AUM
$165.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ONE TIME CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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