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Building 2MDK FINANCIAL GROUP, INC.

Map pinHOUSTON, TX
Phone713-665-3880
NotebookSEC #801-122791
Total AUM
$146.2M
Employees
1
Clients
485

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1912 BRANARD ST.
HOUSTON
TX 77080
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
713-665-3880

ReceiptFinancials

Total AUM
$146.2M
Accounts
512
Discretionary
$135.7M
Accounts
485
Non-Discretionary
$10.5M
Accounts
27

ContactClients

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Individual Clients
452
AUM
$94.9M
HNW Individual Clients
33
AUM
$51.2M

Briefcase businessServices

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

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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