Overview
Assets Under Management: $268 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 38
Average Client Assets: $3.6 million
Frequently Asked Questions
WOODLANDS ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108122), WOODLANDS ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
WOODLANDS ASSET MANAGEMENT INC is headquartered in THE WOODLANDS, TX.
WOODLANDS ASSET MANAGEMENT INC serves 38 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, WOODLANDS ASSET MANAGEMENT INC offers portfolio management for individuals and selection of other advisors. View all service details ↓
WOODLANDS ASSET MANAGEMENT INC manages $268 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, WOODLANDS ASSET MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.24%
Average Client Assets: $3.6 million
Total Client Accounts: 600
Discretionary Accounts: 599
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108122
Filing ID: 1200645
Last Filing Date: 2018-03-28 09:15:00