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Building 2WELLFIELD CAPITAL MANAGEMENT

Map pinKINGWOOD, TX
Phone281-612-4987
NotebookSEC #801-126863
Total AUM
$326M
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 ROCKMEAD DR.
SUITE 121
KINGWOOD
TX 77339
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
281-612-4987

ReceiptFinancials

Total AUM
$326M
Accounts
3
Discretionary
$326M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$326M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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