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Building 2MONEX ASSET MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-877-8234
NotebookSEC #801-120366
Total AUM
$650.9M
Employees
20
Clients
600

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 LOUISIANA STREET
SUITE 1240
HOUSTON
TX 77002
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-877-8234
Other Offices
2

ReceiptFinancials

Total AUM
$650.9M
Accounts
600
Discretionary
$529.5M
Accounts
468
Non-Discretionary
$121.4M
Accounts
132

ContactClients

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Individual Clients
155
AUM
$70.9M
HNW Individual Clients
351
AUM
$261.1M
Investment Company Clients
14
AUM
$80.6M
Corporation or Business Clients
79
AUM
$236.1M
Other Clients
1
AUM
$2.1M
Description of Other Clients
NON-PROFIT SCHOOL

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CATX

HandshakeAffiliates

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

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