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Building 2CAP SIX ADVISORS

Map pinHOUSTON, TX
Phone281-671-7982
NotebookSEC #801-131815
Total AUM
$340.8M
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1919 DECATUR STREET
HOUSTON
TX 77007-7636
United States
Operating Hours
8:30AM TO 3:30PM
Monday - Friday
Phone
281-671-7982
Other Offices
2

ReceiptFinancials

Total AUM
$340.8M
Accounts
128
Discretionary
$44.8M
Accounts
111
Non-Discretionary
$296M
Accounts
17

ContactClients

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Individual Clients
7
AUM
$1.2M
HNW Individual Clients
82
AUM
$44.6M
Charitable Organization Clients
1
AUM
$1.3M
Investment Advisor Clients
1
AUM
$278.6M
Corporation or Business Clients
3
AUM
$706.2K
Other Clients
13
AUM
$14.4M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COKSMONHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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