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Building 2CHJ WEALTH MANAGEMENT

Map pinTHE WOODLANDS, TX
Phone281-298-2700
NotebookSEC #801-71684
Total AUM
$600.2M
Employees
6
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10200 GROGAN'S MILL ROAD
SUITE 430
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
281-298-2700

ReceiptFinancials

Total AUM
$600.2M
Accounts
696
Discretionary
$600.2M
Accounts
696
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$32.4M
HNW Individual Clients
124
AUM
$567.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLAMOTX

HandshakeAffiliates

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

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