Overview
Assets Under Management: $205 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 334
Discretionary Accounts: 329
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 290626
Last Filing Date: 2025-01-29 00:00:00
Website: https://msamsa.net