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Building 2GBM WEALTH MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone832-582-8406
NotebookSEC #801-118401
Total AUM
$84.7M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5065 WESTHEIMER. GALLERIA FINANCIAL CENTER.
SUITE 1205E
HOUSTON
TX 77056
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
832-582-8406

ReceiptFinancials

Total AUM
$84.7M
Accounts
79
Discretionary
$84.7M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
69
AUM
$71.4M
Corporation or Business Clients
10
AUM
$13.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

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

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