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Building 2TSA WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone(713) 735-9217
NotebookSEC #801-126689
Total AUM
$358.8M
Employees
3
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5718 WESTHEIMER ROAD
SUITE 950
HOUSTON
TX 77057
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(713) 735-9217

ReceiptFinancials

Total AUM
$358.8M
Accounts
666
Discretionary
$358.8M
Accounts
666
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$48.2M
HNW Individual Clients
126
AUM
$303M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANYTX

HandshakeAffiliates

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

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