Overview
Assets Under Management: $543 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 4
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.09
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 291465
Filing ID: 2008411
Last Filing Date: 2025-08-26 13:42:00
Website: https://keybridgecompliance.com