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Building 2GBM WEALTH MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone(281) 745-9100
NotebookSEC #801-129803
Total AUM
$346.4M
Employees
10
Clients
547

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 POST OAK BLVD
SUITE 1110
HOUSTON
TX 77056
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(281) 745-9100

ReceiptFinancials

Total AUM
$346.4M
Accounts
546
Discretionary
$306.8M
Accounts
539
Non-Discretionary
$39.6M
Accounts
7

ContactClients

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Individual Clients
451
AUM
$98.5M
HNW Individual Clients
60
AUM
$148.7M
Insurance Company Clients
1
AUM
$7M
Corporation or Business Clients
32
AUM
$68.7M
Other Clients
3
AUM
$23.5M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLMITX

HandshakeAffiliates

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

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