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Building 2ROBARE & JONES WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone(281) 374-0756
NotebookSEC #801-61767
Total AUM
$175.5M
Employees
8
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO CHASEWOOD, 20405 STATE HIGHWAY 249
SUITE 350
HOUSTON
TX 77070
United States
Operating Hours
8:30AM - 5:00PM CST
Monday - Friday
Phone
(281) 374-0756

ReceiptFinancials

Total AUM
$175.5M
Accounts
622
Discretionary
$175.5M
Accounts
622
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$72.5M
HNW Individual Clients
66
AUM
$103M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
LATX

HandshakeAffiliates

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

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