Overview
Assets Under Management: $496 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 128
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.83
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 865
Discretionary Accounts: 865
Regulatory Filings
CRD Number: 112486
Last Filing Date: 2025-02-25 00:00:00
Website: https://iaswealth.com