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Building 2NUCLO WEALTH

Map pinHOUSTON, TX
Phone281 857-6435
NotebookSEC #801-123031
Total AUM
$5.8M
Employees
5
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
609 MAIN ST.
SUITE 2500
HOUSTON
TX 77002
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
281 857-6435
Other Offices
1

ReceiptFinancials

Total AUM
$5.8M
Accounts
7
Discretionary
$5.8M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$715.5K
HNW Individual Clients
2
AUM
$2.6M
Corporation or Business Clients
1
AUM
$200K
Other Clients
2
AUM
$2.2M
Description of Other Clients
PERSONAL HOLDING COMPANIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

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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