Overview
Assets Under Management: $250 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 484
Discretionary Accounts: 484
Regulatory Filings
CRD Number: 310056
Last Filing Date: 2025-03-03 00:00:00
Website: https://guidedcapitalwealth.com