Overview
Assets Under Management: $291 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.86
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 363
Discretionary Accounts: 363
Regulatory Filings
CRD Number: 291453
Last Filing Date: 2025-01-10 00:00:00
Website: https://wealthcovenantgroup.com