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Building 2MONROE VOS CONSULTING, INC.

Map pinHOUSTON, TX
Phone713-227-0100
NotebookSEC #801-48058
Total AUM
$5.9B
Employees
17
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 MCKINNEY
SUITE 1730
HOUSTON
TX 77002
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
713-227-0100
Other Offices
1

ReceiptFinancials

Total AUM
$5.9B
Accounts
578
Discretionary
$0
Accounts
0
Non-Discretionary
$5.9B
Accounts
578

ContactClients

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Individual Clients
14
AUM
$7.9M
HNW Individual Clients
40
AUM
$440.4M
Pension/Profit Sharing Plan Clients
19
AUM
$3.4B
Charitable Organization Clients
22
AUM
$533.4M
Government Entity Clients
5
AUM
$202.1M
Insurance Company Clients
2
AUM
$162M
Corporation or Business Clients
1
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARLAMINHOKTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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