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Building 2SCF PRIVATE WEALTH HOLDINGS, LLC

Map pinHOUSTON, TX
Phone713-275-7750
NotebookSEC #801-70574
Total AUM
$627.2M
Employees
17
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 POST OAK BLVD.
SUITE 2190
HOUSTON
TX 77056
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-275-7750

ReceiptFinancials

Total AUM
$627.2M
Accounts
992
Discretionary
$528.8M
Accounts
741
Non-Discretionary
$98.4M
Accounts
251

ContactClients

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Individual Clients
145
AUM
$42M
HNW Individual Clients
113
AUM
$585.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAOHTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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