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Building 2FCA CORP

Map pinHOUSTON, TX
Phone713-781-2856
NotebookSEC #801-20514
Total AUM
$623.1M
Employees
17
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
791 TOWN & COUNTRY BLVD.
SUITE 250
HOUSTON
TX 77024-3925
United States
Operating Hours
8:30 A.M.TO 5:30 P.M.
Monday - Friday
Phone
713-781-2856
Other Offices
1

ReceiptFinancials

Total AUM
$623.1M
Accounts
563
Discretionary
$494.2M
Accounts
526
Non-Discretionary
$128.9M
Accounts
37

ContactClients

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Individual Clients
91
AUM
$31.3M
HNW Individual Clients
84
AUM
$422.1M
Investment Company Clients
5
AUM
$59M
Pooled Vehicle Clients
3
AUM
$110.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAOKTX

HandshakeAffiliates

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

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