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CAMDEN WEALTH ADVISORS LLC
1707 1/2 Post Oak Boulevard
#578
Houston, Texas 77056
Tel: 713-341-5312
About CAMDEN WEALTH ADVISORS LLC
CAMDEN WEALTH ADVISORS LLC, formally registered with the SEC as CAMDEN WEALTH ADVISORS LLC. The firm was established in 03/09/2009. They have over 6 offices throughout the country.
CAMDEN WEALTH ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $323,238,569 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148518 |
| SEC# | 801-70004 |
| Assets Managed by Firm | $323,238,569 |
| No. of Clients | 522 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FAMILY OFFICE SERVICES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 522 | $323,238,569 |
| Individuals (other than high net worth individuals) | 56 | $12,607,878 |
| High net worth individuals | 96 | $310,600,822 |
| Other investment advisers | 1 | $29,869 |
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