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Building 2WOODLANDS ASSET MANAGEMENT INC

Map pinTHE WOODLANDS, TX
Phone281-367-2483
NotebookSEC #801-55551
Total AUM
$412.5M
Employees
6
Clients
496

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10655 SIX PINES DR STE 100
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00 AM-5:00 PM/4:00 PM-FRIDAYS
Monday - Friday
Phone
281-367-2483

ReceiptFinancials

Total AUM
$412.5M
Accounts
802
Discretionary
$395.8M
Accounts
801
Non-Discretionary
$16.8M
Accounts
1

ContactClients

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Individual Clients
431
AUM
$129.1M
HNW Individual Clients
57
AUM
$253.9M
Pension/Profit Sharing Plan Clients
1
AUM
$16.8M
Charitable Organization Clients
4
AUM
$9.2M
Corporation or Business Clients
3
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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