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Building 2FINANCIAL SYNERGIES

Map pinHOUSTON, TX
Phone713-623-6600
NotebookSEC #801-30106
Total AUM
$1.8B
Employees
21
Clients
928

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 POST OAK PKWY
SUITE 200
HOUSTON
TX 77027
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
713-623-6600
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
928
Discretionary
$1.8B
Accounts
927
Non-Discretionary
$13.8M
Accounts
1

ContactClients

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Individual Clients
369
AUM
$153.5M
HNW Individual Clients
558
AUM
$1.6B
Corporation or Business Clients
1
AUM
$13.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCFLGAHIILKSLAMIMONCNENJNMNVNYSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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