Overview
Assets Under Management: $206 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 581
Discretionary Accounts: 581
Regulatory Filings
CRD Number: 325116
Last Filing Date: 2025-02-03 00:00:00
Website: https://positionwealth.com