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Building 2TEXAS FAMILY WEALTH, LLC

Map pinFRIENDSWOOD, TX
Phone(281) 482-3100
NotebookSEC #801-128585
Total AUM
$257M
Employees
7
Clients
1,072

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 W SHADOWBEND AVENUE
SUITE 101
FRIENDSWOOD
TX 77546
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(281) 482-3100

ReceiptFinancials

Total AUM
$257M
Accounts
1,074
Discretionary
$255.7M
Accounts
1,071
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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Individual Clients
1,060
AUM
$216.3M
HNW Individual Clients
12
AUM
$40.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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