Overview
Assets Under Management: $2.9 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 384
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 384
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 641
Discretionary Accounts: 515
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 143110
Last Filing Date: 2025-01-28 00:00:00
Website: https://globalhou.com