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Building 2GFS ADVISORS LLC

Map pinHOUSTON, TX
Phone713-968-0400
NotebookSEC #801-67899
Total AUM
$3.8B
Employees
11
Clients
654

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 POST OAK BLVD., SUITE 2100
HOUSTON
TX 77056
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
713-968-0400

ReceiptFinancials

Total AUM
$3.8B
Accounts
654
Discretionary
$2.7B
Accounts
553
Non-Discretionary
$1B
Accounts
101

ContactClients

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Individual Clients
48
AUM
$58.4M
HNW Individual Clients
324
AUM
$1.3B
Investment Company Clients
2
AUM
$19.3M
Charitable Organization Clients
5
AUM
$12.5M
Corporation or Business Clients
27
AUM
$82.3M
Other Clients
248
AUM
$2.3B
Description of Other Clients
PRIVATE INVESTMENT COMPANIES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACODEFLKYMANCNJNYSDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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