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Building 2TRINITY NECHES

Map pin
Phone713-248-8129
NotebookSEC #801-136328
Total AUM
$120.4M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-248-8129

ReceiptFinancials

Total AUM
$120.4M
Accounts
180
Discretionary
$117.2M
Accounts
173
Non-Discretionary
$3.2M
Accounts
7

ContactClients

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Individual Clients
36
AUM
$11.6M
HNW Individual Clients
34
AUM
$92.8M
Pension/Profit Sharing Plan Clients
2
AUM
$16M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
TX

HandshakeAffiliates

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

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