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Building 2PROTA FINANCIAL

Map pinHOUSTON, TX
Phone713-568-8171
NotebookSEC #801-125895
Total AUM
$270.4M
Employees
13
Clients
674

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 POST OAK BLVD
SUITE 200
HOUSTON
TX 77056-3845
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-568-8171
Other Offices
19

ReceiptFinancials

Total AUM
$270.4M
Accounts
1,808
Discretionary
$270.4M
Accounts
1,808
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
588
AUM
$121.1M
HNW Individual Clients
85
AUM
$148.8M
Corporation or Business Clients
1
AUM
$389.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMANESCTXWA

HandshakeAffiliates

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

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