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Building 2AWM FINANCIAL SERVICES INC.

Map pinTHE WOODLANDS, TX
Phone281-444-7555
NotebookSEC #801-120940
Total AUM
$320.6M
Employees
19
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9595 SIX PINES DRIVE
BUILDING 4 SUITE 4230
THE WOODLANDS
TX 77380
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
281-444-7555

ReceiptFinancials

Total AUM
$320.6M
Accounts
2,700
Discretionary
$320.6M
Accounts
2,700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
158
AUM
$239.7M
HNW Individual Clients
42
AUM
$74.1M
Investment Advisor Clients
4
AUM
$3.5M
Corporation or Business Clients
5
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATIVE AND TECHNOLOGY FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLLAOKSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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