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Building 2PNC MANAGED ACCOUNT SOLUTIONS, INC.

Map pinHOUSTON, TX
Phone800-762-6111
NotebookSEC #801-56131
Total AUM
$588.4M
Employees
21
Clients
768

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 POST OAK BLVD.
HOUSTON
TX 77056-4700
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800-762-6111

ReceiptFinancials

Total AUM
$588.4M
Accounts
768
Discretionary
$588.4M
Accounts
768
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
639
AUM
$250.3M
HNW Individual Clients
86
AUM
$211.7M
Corporation or Business Clients
43
AUM
$126.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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