1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CEERA INVESTMENTS, LLC

Map pin
Phone713-364 6770
NotebookSEC #801-120765
Total AUM
$303.7M
Employees
6
Clients
187

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
713-364 6770
Other Offices
1

ReceiptFinancials

Total AUM
$303.7M
Accounts
458
Discretionary
$303.7M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
57
AUM
$23.3M
HNW Individual Clients
100
AUM
$238.9M
Pension/Profit Sharing Plan Clients
16
AUM
$15.2M
Charitable Organization Clients
3
AUM
$10.1M
Corporation or Business Clients
11
AUM
$16.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account