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Building 2SIMPLEVISOR

Map pinHOUSTON, TX
Phone281-501-1791
NotebookSEC #801-131203
Total AUM
$928.4K
Employees
2
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11750 KATY FREEWAY,
STE 840
HOUSTON
TX 77079
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
281-501-1791

ReceiptFinancials

Total AUM
$928.4K
Accounts
15
Discretionary
$928.4K
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$928.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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