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Building 2GREEN/WHITE ADVISORS

Map pinHOUSTON, TX
Phone713-869-1144
NotebookSEC #801-67632
Total AUM
$137.1M
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1225 N. LOOP W., SUITE 1030
HOUSTON
TX 77008
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
713-869-1144

ReceiptFinancials

Total AUM
$137.1M
Accounts
650
Discretionary
$0
Accounts
0
Non-Discretionary
$137.1M
Accounts
650

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CALANHOKTX

HandshakeAffiliates

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

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