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Building 2KIPOS WEALTH

Map pinDENTON, TX
Phone214-799-0229
NotebookSEC #801-127174
Total AUM
$28.5M
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1332 TEASLEY LN
SUITE 229
DENTON
TX 76205
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
214-799-0229

ReceiptFinancials

Total AUM
$28.5M
Accounts
166
Discretionary
$28.5M
Accounts
166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$8.7M
HNW Individual Clients
14
AUM
$17.2M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
HINHTX

HandshakeAffiliates

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

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