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Building 2REXFORD CAPITAL

Map pin
Phone713.838.8383
NotebookSEC #801-132164
Total AUM
$150.9M
Employees
3
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 TO 4:00
Monday - Friday
Phone
713.838.8383

ReceiptFinancials

Total AUM
$150.9M
Accounts
238
Discretionary
$150.9M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$4M
HNW Individual Clients
42
AUM
$146M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$917.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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