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Building 2VALUED RETIREMENTS

Map pinHOUSTON, TX
Phone713-821-3242
NotebookSEC #801-67128
Total AUM
$44.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
710 NORTH POST OAK ROAD
SUITE 420
HOUSTON
TX 77024-3894
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
713-821-3242

ReceiptFinancials

Total AUM
$44.6M
Accounts
115
Discretionary
$42.2M
Accounts
106
Non-Discretionary
$2.4M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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