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Building 2SEGMENT WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-800-7150
NotebookSEC #801-77071
Total AUM
$2.1B
Employees
12
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3040 POST OAK BLVD.
STE. 1725
HOUSTON
TX 77056
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
713-800-7150

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,214
Discretionary
$2.1B
Accounts
1,214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$18.1M
HNW Individual Clients
170
AUM
$2B
Pension/Profit Sharing Plan Clients
7
AUM
$17.9M
Charitable Organization Clients
8
AUM
$31.1M
Corporation or Business Clients
1
AUM
$13.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLANCTX

HandshakeAffiliates

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

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