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Building 2CALDERWOOD FINANCIAL STRATEGIES, INC.

Map pinHOUSTON, TX
Phone832-821-2462
NotebookSEC #801-120801
Total AUM
$228.5M
Employees
5
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
510 BERING DRIVE
SUITE 540
HOUSTON
TX 77057
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
832-821-2462

ReceiptFinancials

Total AUM
$228.5M
Accounts
69
Discretionary
$65.5M
Accounts
51
Non-Discretionary
$163M
Accounts
18

ContactClients

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Individual Clients
20
AUM
$4M
HNW Individual Clients
25
AUM
$44.3M
Pension/Profit Sharing Plan Clients
23
AUM
$180.2M
Corporation or Business Clients
1
AUM
$5.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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