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THE SUM
4526 Research Forest Dr.
Suite 240
The Woodlands, Texas 77381
Tel: 281-940-4859
About THE SUM
THE SUM, formally registered with the SEC as THE SUM. The firm was established in 09/23/2021. They have over 1 offices throughout the country.
THE SUM is a The Woodlands, Texas based Financial Planning firm with nearly $409,460,174 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297658 |
| SEC# | 801-122376 |
| Assets Managed by Firm | $409,460,174 |
| No. of Clients | 875 |
| No. of Advisors | 8 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 875 | $409,460,174 |
| Individuals (other than high net worth individuals) | 50 | $12,891,923 |
| High net worth individuals | 164 | $372,106,278 |
| Corporations or other businesses | 20 | $24,461,973 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
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