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Building 2COVE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone713-821-3243
NotebookSEC #801-127700
Total AUM
$190.1M
Employees
4
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
710 NORTH POST OAK ROAD
SUITE 420
HOUSTON
TX 77024-3894
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
713-821-3243
Other Offices
1

ReceiptFinancials

Total AUM
$190.1M
Accounts
309
Discretionary
$190.1M
Accounts
309
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$13.8M
HNW Individual Clients
49
AUM
$175.6M
Charitable Organization Clients
1
AUM
$722.4K
Corporation or Business Clients
1
AUM
$61.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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

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