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Building 2PARTNERSINWEALTH, INC

Map pinHOUSTON, TX
Phone713-964-4028
NotebookSEC #801-57566
Total AUM
$376.8M
Employees
7
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 BISSONNET
STE 145
HOUSTON
TX 77005-2153
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
713-964-4028

ReceiptFinancials

Total AUM
$376.8M
Accounts
986
Discretionary
$248.2M
Accounts
448
Non-Discretionary
$128.6M
Accounts
538

ContactClients

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Individual Clients
30
AUM
$17.3M
HNW Individual Clients
72
AUM
$359.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF TOTAL NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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