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Building 2ADVOCATES WEALTH PLANNING

Map pinHOUSTON, TX
Phone713-827-8014
NotebookSEC #801-65283
Total AUM
$448.1M
Employees
6
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON
TX 77024
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
713-827-8014

ReceiptFinancials

Total AUM
$448.1M
Accounts
1,101
Discretionary
$448.1M
Accounts
1,101
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$27.1M
HNW Individual Clients
134
AUM
$421M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LANETX

HandshakeAffiliates

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

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