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Building 2BROWNLEE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone281-377-3170
NotebookSEC #801-127789
Total AUM
$465.3M
Employees
6
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10000 MEMORIAL DRIVE
SUITE 440
HOUSTON
TX 77024
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
281-377-3170
Other Offices
2

ReceiptFinancials

Total AUM
$465.3M
Accounts
358
Discretionary
$400.6M
Accounts
330
Non-Discretionary
$64.7M
Accounts
28

ContactClients

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Individual Clients
17
AUM
$7.8M
HNW Individual Clients
69
AUM
$309.7M
Corporation or Business Clients
1
AUM
$147.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLATX

HandshakeAffiliates

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

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