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Building 2VIAQUEST ADVISORS LLC

Map pinHOUSTON, TX
Phone281-335-7609
NotebookSEC #801-131568
Total AUM
$174.4M
Employees
5
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17225 EL CAMINO REAL
SUITE 250
HOUSTON
TX 77058
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
281-335-7609

ReceiptFinancials

Total AUM
$174.4M
Accounts
559
Discretionary
$169.5M
Accounts
542
Non-Discretionary
$5M
Accounts
17

ContactClients

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Individual Clients
234
AUM
$67.9M
HNW Individual Clients
58
AUM
$106.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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