PARTNERSINWEALTH, INC

PARTNERSINWEALTH, INC of HOUSTON, TX is an SEC-registered investment adviser (CRD 112786). Regulatory assets under management: $376.8M.

Registration

• CRD: 112786
• SEC file number: 801-57566
• Type: Registered investment adviser
• Location: 3400 BISSONNET, STE 145, HOUSTON, TX, 77005-2153
• Phone: 713-964-4028
• Latest filing: 2020-06-26
• Regulatory AUM: $376.8M
• Discretionary AUM: $248.2M
• Non-discretionary AUM: $128.6M
• Clients: 7
• Accounts: 986

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 112786 on SEC IAPD (source of record)
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