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Building 2COFFEY PRIVATE WEALTH MANAGEMENT

Map pinHOUSTON, TX
Phone713-333-8900
NotebookSEC #801-77092
Total AUM
$5.5M
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9821 KATY FREEWAY
SUITE 170
HOUSTON
TX 77024
United States
Operating Hours
8:30AM- 5:30PM
Monday - Friday
Phone
713-333-8900
Other Offices
1

ReceiptFinancials

Total AUM
$5.5M
Accounts
8
Discretionary
$5M
Accounts
7
Non-Discretionary
$500K
Accounts
1

ContactClients

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Individual Clients
1
AUM
$500K
HNW Individual Clients
3
AUM
$5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
LA

HandshakeAffiliates

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

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