Overview
Assets Under Management: $381 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 107
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 963
Discretionary Accounts: 917
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 137902
Last Filing Date: 2025-03-03 00:00:00
Website: https://logiccapital.com