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TEAKWOOD FINANCIAL ADVISORS, INC.
713-465-9594
SEC #801-71718Total AUM
$38.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
713-465-9594
Financials
Total AUM
$38.6M
Accounts
66Discretionary
$38.6M
Accounts
66Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEE PRIOR TO SERVICE OR RETAINER
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.