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Building 2WJ INTERESTS, LLC

Map pinSUGAR LAND, TX
Phone281-634-9400
NotebookSEC #801-61853
Total AUM
$633.5M
Employees
10
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333 TOWN CENTER DRIVE
SUITE 100
SUGAR LAND
TX 77478-4175
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
281-634-9400

ReceiptFinancials

Total AUM
$633.5M
Accounts
828
Discretionary
$633.5M
Accounts
828
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$34.5M
HNW Individual Clients
172
AUM
$492M
Pension/Profit Sharing Plan Clients
3
AUM
$41.5M
Charitable Organization Clients
10
AUM
$5M
Corporation or Business Clients
8
AUM
$60.5M

Briefcase businessServices

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

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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