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Building 2STEGENT EQUITY ADVISORS INC.

Map pinHOUSTON, TX
Phone713-840-9300 X104
NotebookSEC #801-63736
Total AUM
$243.7M
Employees
3
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 GREENWAY PLAZA
SUITE 1507
HOUSTON
TX 77046
United States
Operating Hours
9:00 AM TO 6:00PM
Monday - Friday
Phone
713-840-9300 X104

ReceiptFinancials

Total AUM
$243.7M
Accounts
377
Discretionary
$242.5M
Accounts
371
Non-Discretionary
$1.2M
Accounts
6

ContactClients

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Individual Clients
28
AUM
$13.2M
HNW Individual Clients
63
AUM
$226.8M
Pension/Profit Sharing Plan Clients
1
AUM
$700.6K
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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