Overview
Assets Under Management: $241 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 126
Discretionary Accounts: 125
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111164
Last Filing Date: 2025-01-15 00:00:00
Website: https://founderscapital.net