Overview
Assets Under Management: $234 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 29
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,345
Discretionary Accounts: 1,345
Regulatory Filings
CRD Number: 144351
Filing ID: 1997959
Last Filing Date: 2025-06-13 18:21:00
Website: https://alliedwealth.com