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Building 2THE FINANCIAL ADVISORY GROUP, LLC

Map pinHOUSTON, TX
Phone713-627-7660
NotebookSEC #801-54599
Total AUM
$1.2B
Employees
22
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5599 SAN FELIPE
SUITE 900
HOUSTON
TX 77056
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
713-627-7660

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,434
Discretionary
$1.2B
Accounts
2,434
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$16.8M
HNW Individual Clients
322
AUM
$1.2B
Pension/Profit Sharing Plan Clients
10
AUM
$12.3M
Charitable Organization Clients
5
AUM
$14.4M
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX RETURN PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLLAMANENYOKPATXVA

HandshakeAffiliates

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

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