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Building 2STAVIS WEALTH TRANSFER SOLUTIONS

Map pinHOUSTON, TX
Phone713-391-8200
NotebookSEC #801-128853
Total AUM
$148.1M
Employees
6
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 POST OAK BLVD
SUITE 2050
HOUSTON
TX 77056
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
713-391-8200

ReceiptFinancials

Total AUM
$148.1M
Accounts
39
Discretionary
$83.2M
Accounts
35
Non-Discretionary
$64.9M
Accounts
4

ContactClients

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HNW Individual Clients
21
AUM
$145M
Other Clients
1
AUM
$3.1M
Description of Other Clients
FIRM EMPLOYEES/RELATED PERSONS-ENTITIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ESTATE PLANNING & ADVISORY SUPERVISION SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NET-WORTH BASED FEES

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 0 other businesses.

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