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Building 2KDK PRIVATE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone713-391-8044
NotebookSEC #801-121062
Total AUM
$584.6M
Employees
8
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1616 SOUTH VOSS
SUITE 800
HOUSTON
TX 77057
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-391-8044

ReceiptFinancials

Total AUM
$584.6M
Accounts
244
Discretionary
$580.7M
Accounts
229
Non-Discretionary
$4M
Accounts
15

ContactClients

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Individual Clients
25
AUM
$7.4M
HNW Individual Clients
63
AUM
$574.7M
Other Clients
7
AUM
$2.5M
Description of Other Clients
CORPORATE, FOUNDATION AND PRIVATE FUNDS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REPORTING SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

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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