Overview
Assets Under Management: $721 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 46
Average Client Assets: $16 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 46
Discretionary Accounts: 46
Regulatory Filings
CRD Number: 168009
Last Filing Date: 2024-04-01 00:00:00
Website: HTTPS://ERGUZ.COM