Overview
Assets Under Management: $459 million
Headquarters: TOMBALL, TX
High-Net-Worth Clients: 30
Average Client Assets: $12 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.95
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 66
Discretionary Accounts: 52
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 113091
Last Filing Date: 2025-02-12 00:00:00