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Building 2SKYBOUND WEALTH USA

Map pinHOUSTON, TX
Phone1-346-845-0001
NotebookSEC #801-121157
Total AUM
$166.5M
Employees
6
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 POST OAK BOULEVARD
21ST FLOOR
HOUSTON
TX 77056
United States
Operating Hours
9 A.M. TO 5:30 P.M.
Monday - Friday
Phone
1-346-845-0001
Other Offices
3

ReceiptFinancials

Total AUM
$166.5M
Accounts
339
Discretionary
$7.6M
Accounts
34
Non-Discretionary
$158.9M
Accounts
305

ContactClients

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Individual Clients
291
AUM
$96.3M
HNW Individual Clients
48
AUM
$70.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMAMINHNJNYORPATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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