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Building 2THE SUM

Map pinTHE WOODLANDS, TX
Phone281-940-4859
NotebookSEC #801-122376
Total AUM
$551.4M
Employees
12
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4526 RESEARCH FOREST DR.
SUITE 240
THE WOODLANDS
TX 77381
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
281-940-4859

ReceiptFinancials

Total AUM
$551.4M
Accounts
949
Discretionary
$551.4M
Accounts
949
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$31.7M
HNW Individual Clients
159
AUM
$519.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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