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Building 2HFG WEALTH MANAGEMENT, LLC

Map pinTHE WOODLANDS, TX
Phone832-585-0110
NotebookSEC #801-69751
Total AUM
$505.6M
Employees
6
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 HUGHES LANDING BLVD
SUITE 575
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
832-585-0110
Other Offices
2

ReceiptFinancials

Total AUM
$505.6M
Accounts
1,492
Discretionary
$505.6M
Accounts
1,492
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$96.2M
HNW Individual Clients
174
AUM
$354.9M
Charitable Organization Clients
7
AUM
$33.4M
Corporation or Business Clients
6
AUM
$21M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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