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Building 2SHIELDADVISORS CORP.

Map pinHOUSTON, TX
Phone713-982-7830
NotebookSEC #801-66383
Total AUM
$98.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7660 WOODWAY PLACE
SUITE 584
HOUSTON
TX 77063
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-982-7830

ReceiptFinancials

Total AUM
$98.3M
Accounts
527
Discretionary
$79.3M
Accounts
496
Non-Discretionary
$19M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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