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Building 2LENIHAN GINGER VALLERY CFP

Map pin
Phone979-846-3065
NotebookSEC #801-35900
Total AUM
$64.4M
Employees
0
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
979-846-3065

ReceiptFinancials

Total AUM
$64.4M
Accounts
171
Discretionary
$63M
Accounts
169
Non-Discretionary
$1.4M
Accounts
2

ContactClients

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Individual Clients
50
AUM
$64.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

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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