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Building 25151 ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-706-6113
NotebookSEC #801-68824
Total AUM
$75.1M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 SAN FELIPE
SUITE 600
HOUSTON
TX 77063
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-706-6113

ReceiptFinancials

Total AUM
$75.1M
Accounts
17
Discretionary
$75.1M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$489.3K
HNW Individual Clients
10
AUM
$59.3M
Charitable Organization Clients
1
AUM
$15.3M
Corporation or Business Clients
1
AUM
$42

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR A FOUNDATION
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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