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Building 2FOGARTY WEALTH MANAGEMENT, INC.

Map pinMISSOURI CITY, TX
Phone281-403-1818
NotebookSEC #801-131064
Total AUM
$135.3M
Employees
1
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4501 CARTWRIGHT ROAD,
SUITE 101
MISSOURI CITY
TX 77459
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
281-403-1818
Other Offices
1

ReceiptFinancials

Total AUM
$135.3M
Accounts
339
Discretionary
$135.3M
Accounts
339
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$24.8M
HNW Individual Clients
60
AUM
$103M
Corporation or Business Clients
4
AUM
$7.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

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

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