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Building 2SEMITA ASSET MANAGEMENT

Map pinHOUSTON, TX
Phone832.956.1000
NotebookSEC #801-96341
Total AUM
$69.3M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5847 SAN FELIPE
17TH FLOOR
HOUSTON
TX 77057
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
832.956.1000

ReceiptFinancials

Total AUM
$69.3M
Accounts
190
Discretionary
$61.3M
Accounts
146
Non-Discretionary
$8M
Accounts
44

ContactClients

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Individual Clients
34
AUM
$56.3M
HNW Individual Clients
34
AUM
$11.5M
Pension/Profit Sharing Plan Clients
1
AUM
$740.3K
Corporation or Business Clients
2
AUM
$667.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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