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Building 2BINVESTING

Map pinHOUSTON, TX
Phone713-980-4690
NotebookSEC #801-132769
Total AUM
$52.4K
Employees
26
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5075 WESTHEIMER RD.
SUITE 975W
HOUSTON
TX 77056
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
713-980-4690

ReceiptFinancials

Total AUM
$52.4K
Accounts
6
Discretionary
$52.4K
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$52.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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