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Building 2EIGHT 31 FINANCIAL, LLC

Map pinMIDLAND, TX
Phone423-282-0251
NotebookSEC #801-128608
Total AUM
$532.4M
Employees
5
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 MOCKINGBIRD LANE
BUILDING 7, SUITE 204
MIDLAND
TX 79705
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
423-282-0251

ReceiptFinancials

Total AUM
$532.4M
Accounts
122
Discretionary
$345.8M
Accounts
75
Non-Discretionary
$186.5M
Accounts
47

ContactClients

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HNW Individual Clients
71
AUM
$494.5M
Pooled Vehicle Clients
3
AUM
$32.8M
Other Clients
1
AUM
$5M
Description of Other Clients
NON-PROFIT FOUNDATION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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