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Building 2EVERKEY FINANCIAL LLC

Map pinKATY, TX
Phone(713) 382-1880
NotebookSEC #801-135902
Total AUM
$10.6M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24285 KATY FWY
STE 300-28
KATY
TX 77494
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(713) 382-1880

ReceiptFinancials

Total AUM
$10.6M
Accounts
2
Discretionary
$10.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$10.6M

Briefcase businessServices

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Services Offered
Other ServicesPension Consulting
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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

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