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Building 2TRIPPON WEALTH MANAGEMENT GROUP LLC

Map pinHOUSTON, TX
Phone713-661-1040
NotebookSEC #801-129769
Total AUM
$262.3M
Employees
5
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8588 KATY FREEWAY
SUITE 320
HOUSTON
TX 77024
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-661-1040
Other Offices
1

ReceiptFinancials

Total AUM
$262.3M
Accounts
927
Discretionary
$245.4M
Accounts
887
Non-Discretionary
$16.9M
Accounts
40

ContactClients

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Individual Clients
230
AUM
$61.5M
HNW Individual Clients
60
AUM
$131.3M
Pension/Profit Sharing Plan Clients
198
AUM
$69.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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