Overview
Assets Under Management: $262 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 43
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 432
Discretionary Accounts: 359
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 319324
Last Filing Date: 2024-09-23 00:00:00
Website: https://wealthbenefit.com