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Building 211 FINANCIAL

Map pinLUFKIN, TX
Phone(936) 899-5629
NotebookSEC #801-129130
Total AUM
$24M
Employees
6
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
504 S FIRST ST.
LUFKIN
TX 75901
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
MONDAY - THURSDAY 9 AM - 4 PM, FRIDAY 9 AM - 12 PM
Phone
(936) 899-5629
Other Offices
3

ReceiptFinancials

Total AUM
$24M
Accounts
175
Discretionary
$23.9M
Accounts
174
Non-Discretionary
$102.4K
Accounts
1

ContactClients

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Individual Clients
102
AUM
$10.1M
HNW Individual Clients
8
AUM
$12.7M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLATXVA

HandshakeAffiliates

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

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