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Building 2FINAMEX ASSET MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-589-7121
NotebookSEC #801-135018
Total AUM
$113.9M
Employees
4
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 POST OAK BLVD.
22ND FLOOR; SUITE 22-122
HOUSTON
TX 77056
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
713-589-7121

ReceiptFinancials

Total AUM
$113.9M
Accounts
190
Discretionary
$51.2M
Accounts
79
Non-Discretionary
$62.6M
Accounts
111

ContactClients

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Individual Clients
140
AUM
$41.4M
HNW Individual Clients
34
AUM
$66M
Corporation or Business Clients
16
AUM
$6.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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