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NUCLO WEALTH
HOUSTON, TX
281 857-6435
SEC #801-129931Total AUM
$293.7M
Employees
8Clients
72Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
401 FRANKLIN STREET
SUITE 2400
HOUSTON
TX 77002
United States
SUITE 2400
HOUSTON
TX 77002
United States
Operating Hours
9:00AM TO 5:00PM
BY APPOINTMENT
BY APPOINTMENT
Phone
281 857-6435
Other Offices
1
Financials
Total AUM
$293.7M
Accounts
69Discretionary
$97M
Accounts
65Non-Discretionary
$196.8M
Accounts
4
Clients
Individual Clients
55AUM
$58.5M
HNW Individual Clients
7AUM
$35.8M
Corporation or Business Clients
8AUM
$198.1M
Other Clients
2AUM
$1.3M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.