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Building 2ARROWHEAD FINANCIAL SERVICES

Map pinHOUSTON, TX
Phone713-586-7121
NotebookSEC #801-67072
Total AUM
$48.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 ST. JAMES PLACE
SUITE 210
HOUSTON
TX 77056
USA
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
713-586-7121

ReceiptFinancials

Total AUM
$48.2M
Accounts
10
Discretionary
$37.9M
Accounts
7
Non-Discretionary
$10.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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