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Building 2T.O.S. ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-376-3202
NotebookSEC #801-77313
Total AUM
$272.3M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10000 MEMORIAL DR.
SUITE 100P
HOUSTON
TX 77024
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
713-376-3202

ReceiptFinancials

Total AUM
$272.3M
Accounts
356
Discretionary
$83.4M
Accounts
82
Non-Discretionary
$188.9M
Accounts
274

ContactClients

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HNW Individual Clients
11
AUM
$271.2M
Charitable Organization Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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