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Building 2GOODPASTURE GRAY

Map pinHOUSTON, TX
Phone713-522-9554
NotebookSEC #801-54982
Total AUM
$43.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4899 MONTROSE BOULEVARD
SUITE 1606
HOUSTON
TX 77006
United States
Operating Hours
8:00 TO 4:00
Monday - Friday
Phone
713-522-9554

ReceiptFinancials

Total AUM
$43.8M
Accounts
70
Discretionary
$43.8M
Accounts
68
Non-Discretionary
$967
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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