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Building 2INFLECTION FINANCIAL

Map pin
Phone210-200-8878
NotebookSEC #801-119256
Total AUM
$491.4M
Employees
4
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
210-200-8878
Other Offices
1

ReceiptFinancials

Total AUM
$491.4M
Accounts
256
Discretionary
$485.4M
Accounts
246
Non-Discretionary
$6M
Accounts
10

ContactClients

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Individual Clients
15
AUM
$3M
HNW Individual Clients
39
AUM
$195.3M
Pension/Profit Sharing Plan Clients
38
AUM
$293.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

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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