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Building 2PERSONAL FINANCIAL ADVISORS INC

Map pinHOUSTON, TX
Phone713-529-0333
NotebookSEC #801-24986
Total AUM
$41.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1616 S. VOSS
STE 830
HOUSTON
TX 77057
United States
Operating Hours
9:00 TO 3:00
Monday - Friday
Phone
713-529-0333

ReceiptFinancials

Total AUM
$41.3M
Accounts
90
Discretionary
$29.4M
Accounts
61
Non-Discretionary
$11.9M
Accounts
29

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
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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