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Building 2PRECEDENT WEALTH PARTNERS, LLC

Map pinHOUSTON, TX
Phone(713)244-6450
NotebookSEC #801-127678
Total AUM
$685M
Employees
12
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON
TX 77027
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(713)244-6450

ReceiptFinancials

Total AUM
$685M
Accounts
790
Discretionary
$652.8M
Accounts
716
Non-Discretionary
$32.2M
Accounts
74

ContactClients

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Individual Clients
123
AUM
$148M
HNW Individual Clients
77
AUM
$536.9M
Corporation or Business Clients
1
AUM
$101K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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