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Building 2VINEYARD FAMILY WEALTH ADVISORS

Map pinHOUSTON, TX
Phone(832) 500-8985
NotebookSEC #801-120274
Total AUM
$42.1M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 TOWN AND COUNTRY BOULEVARD
SUITE 500
HOUSTON
TX 77024
United States
Operating Hours
7 AM - 4 PM
BY APPOINTMENT ONLY
Phone
(832) 500-8985

ReceiptFinancials

Total AUM
$42.1M
Accounts
57
Discretionary
$42.1M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$42M
Charitable Organization Clients
2
AUM
$95.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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