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Building 2MBR FINANCIAL

Map pinHOUSTON, TX
Phone832-667-8787
NotebookSEC #801-78364
Total AUM
$956.4M
Employees
10
Clients
480

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 WEST LOOP SOUTH
SUITE 1510
HOUSTON
TX 77027
United States
Operating Hours
8 TO 5
Monday - Friday
Phone
832-667-8787

ReceiptFinancials

Total AUM
$956.4M
Accounts
1,516
Discretionary
$773.3M
Accounts
1,054
Non-Discretionary
$183.1M
Accounts
462

ContactClients

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Individual Clients
248
AUM
$83.5M
HNW Individual Clients
232
AUM
$872.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANETNTX

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

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