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Building 2LINSCOMB WEALTH, INC.

Map pinHOUSTON, TX
Phone713-840-1000
NotebookSEC #801-48855
Total AUM
$5.2B
Employees
46
Clients
1,665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1333 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX 77027
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
713-840-1000
Other Offices
6

ReceiptFinancials

Total AUM
$5.2B
Accounts
4,783
Discretionary
$5.2B
Accounts
4,782
Non-Discretionary
$2.9M
Accounts
1

ContactClients

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Individual Clients
582
AUM
$259.1M
HNW Individual Clients
1,058
AUM
$4.8B
Pension/Profit Sharing Plan Clients
17
AUM
$152M
Charitable Organization Clients
4
AUM
$17.7M
Corporation or Business Clients
4
AUM
$9.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCACOFLGAKYMDNCNMNYPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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