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Building 2LEDER FIDUCIARY CAPITAL LLC

Map pinBELLAIRE, TX
Phone713-870-9516
NotebookSEC #801-136327
Total AUM
$120.6M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6300 WEST LOOP SOUTH
SUITE 280
BELLAIRE
TX 77401
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
713-870-9516

ReceiptFinancials

Total AUM
$120.6M
Accounts
143
Discretionary
$113.4M
Accounts
142
Non-Discretionary
$7.2M
Accounts
1

ContactClients

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Individual Clients
10
AUM
$5.5M
HNW Individual Clients
20
AUM
$112.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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