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Building 2STARFOX FINANCIAL SERVICES, LLC

Map pinTHE WOODLANDS, TX
Phone281-764-8239
NotebookSEC #801-118408
Total AUM
$252.9M
Employees
3
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10077 GROGAN'S MILL RD
SUITE 150
THE WOODLANDS
TX 77380
United States
Operating Hours
8 AM TO 4 PM
Monday - Friday
Phone
281-764-8239

ReceiptFinancials

Total AUM
$252.9M
Accounts
772
Discretionary
$215.1M
Accounts
708
Non-Discretionary
$37.8M
Accounts
64

ContactClients

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Individual Clients
207
AUM
$99.3M
HNW Individual Clients
61
AUM
$108.3M
Pension/Profit Sharing Plan Clients
9
AUM
$36.1M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
1
AUM
$3.7M
Other Clients
3
AUM
$711.2K
Description of Other Clients
ANNUITIES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLATXUT

HandshakeAffiliates

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

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