Overview
Assets Under Management: $261 million
Headquarters: KATY, TX
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 771
Discretionary Accounts: 763
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 142438
Last Filing Date: 2024-03-31 00:00:00
Website: https://www.trisperity.com