Overview
Assets Under Management: $376 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.66
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 870
Discretionary Accounts: 870
Regulatory Filings
CRD Number: 174865
Last Filing Date: 2025-02-18 00:00:00
Website: https://threadgillfinancial.com