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Building 2ASSET MANAGEMENT ADVISORS INC

Map pinHOUSTON, TX
Phone713-977-9600
NotebookSEC #801-28717
Total AUM
$448.4M
Employees
11
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 ALLEN PARKWAY
STE 2850
HOUSTON
TX 77019-2187
United States
Operating Hours
9 A.M.-5 P.M.
Monday - Friday
Phone
713-977-9600

ReceiptFinancials

Total AUM
$448.4M
Accounts
1,632
Discretionary
$286.4M
Accounts
622
Non-Discretionary
$162M
Accounts
1,010

ContactClients

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Individual Clients
18
AUM
$9.8M
HNW Individual Clients
73
AUM
$435.7M
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATX

HandshakeAffiliates

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

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