Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > RED SWAN PRIVATE CLIENT
RED SWAN PRIVATE CLIENT
4201 Main St
Suite 300
Houston, Texas 77002
Tel: 713-360-7928
About RED SWAN PRIVATE CLIENT
RED SWAN PRIVATE CLIENT, formally registered with the SEC as RED SWAN PRIVATE CLIENT. The firm was established in 03/09/2020. They have over 1 offices throughout the country.
RED SWAN PRIVATE CLIENT is a Houston, Texas based Financial Planning firm with nearly $2,514,673,000 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307278 |
| SEC# | 801-118188 |
| Assets Managed by Firm | $2,514,673,000 |
| No. of Clients | 13 |
| No. of Advisors | 2 |
Fee Structure
- Other (ONE TIME CONSULTING FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (SUBADVISER SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $2,514,673,000 |
| Corporations or other businesses | 13 | $2,514,673,000 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas