Overview
Assets Under Management: $301 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 658
Discretionary Accounts: 658
Regulatory Filings
CRD Number: 323123
Last Filing Date: 2025-01-22 00:00:00
Website: https://tsawm.com