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Building 2TRIPPON WEALTH MANAGEMENT GROUP LLC

Map pinHOUSTON, TX
Phone713-661-1040
NotebookSEC #801-65940
Total AUM
$55.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8955 KATY FREEWAY
SUITE 310
HOUSTON
TX 77024
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
713-661-1040

ReceiptFinancials

Total AUM
$55.1M
Accounts
235
Discretionary
$49.8M
Accounts
201
Non-Discretionary
$5.2M
Accounts
34

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges 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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