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Building 2KINGWOOD INVESTMENT GROUP

Map pinKINGWOOD, TX
Phone281-359-7900
NotebookSEC #801-134979
Total AUM
$126.5M
Employees
7
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22001 NORTHPARK DRIVE
SUITE 245
KINGWOOD
TX 77339
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
281-359-7900

ReceiptFinancials

Total AUM
$126.5M
Accounts
439
Discretionary
$126.5M
Accounts
439
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
228
AUM
$84.2M
HNW Individual Clients
16
AUM
$41.8M
Corporation or Business Clients
1
AUM
$576.3K

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
NHNYTX

HandshakeAffiliates

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

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