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Building 2CLEAR TRAIL ADVISORS, LLC

Map pinHOUSTON, TX
Phone(713) 893-9870
NotebookSEC #801-134060
Total AUM
$803.1M
Employees
7
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5847 SAN FELIPE ST.
SUITE 950
HOUSTON
TX 77057
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
(713) 893-9870

ReceiptFinancials

Total AUM
$803.1M
Accounts
2,064
Discretionary
$803.1M
Accounts
2,064
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
149
AUM
$72.8M
HNW Individual Clients
227
AUM
$729.5M
Charitable Organization Clients
1
AUM
$770.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALAOKTX

HandshakeAffiliates

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

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