Overview
Assets Under Management: $562 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 107
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 522
Discretionary Accounts: 518
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 127289
Last Filing Date: 2025-02-10 00:00:00
Website: https://family-cfo.com