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Building 2ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

Map pinSUGAR LAND, TX
Phone281-778-4900
NotebookSEC #801-62081
Total AUM
$51M
Employees
5
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TOWN CENTER
2245 TEXAS DRIVE, SUITE 300
SUGAR LAND
TX 77479
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
281-778-4900

ReceiptFinancials

Total AUM
$51M
Accounts
41
Discretionary
$51M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$1.9M
Pooled Vehicle Clients
3
AUM
$41.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.4M
Corporation or Business Clients
1
AUM
$5.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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