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Building 2ADELL HARRIMAN & CARPENTER

Map pinHOUSTON, TX
Phone713-621-1155
NotebookSEC #801-50660
Total AUM
$2.1B
Employees
13
Clients
819

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 POST OAK BLVD, STE 1200
HOUSTON
TX 77056
United States
Operating Hours
8:30 AM-5:00 PM M-TH; 8:00 AM-4:30 PM F
Monday - Friday
Phone
713-621-1155

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,825
Discretionary
$2.1B
Accounts
2,825
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
240
AUM
$78.9M
HNW Individual Clients
524
AUM
$1.8B
Pension/Profit Sharing Plan Clients
20
AUM
$39.9M
Charitable Organization Clients
11
AUM
$13.2M
Corporation or Business Clients
24
AUM
$156.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKSLAMONCNHNMNYOHOKPATNTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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