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Building 2BRANSON FOWLKES & CO INC

Map pinHOUSTON, TX
Phone713-780-0606
NotebookSEC #801-44173
Total AUM
$439.4M
Employees
7
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19 BRIAR HOLLOW LANE
SUITE 130
HOUSTON
TX 77027
United States
Operating Hours
8:00-5:00PM.
Monday - Friday
Phone
713-780-0606

ReceiptFinancials

Total AUM
$439.4M
Accounts
1,126
Discretionary
$391.9M
Accounts
1,001
Non-Discretionary
$47.5M
Accounts
125

ContactClients

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Individual Clients
62
AUM
$47.9M
HNW Individual Clients
126
AUM
$371.5M
Pension/Profit Sharing Plan Clients
5
AUM
$17.5M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
COFLTX

HandshakeAffiliates

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

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