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THE SUM
Tel: 281-940-4859
4526 Research Forest Dr. Suite 240
The Woodlands, Texas 77381
THE SUM
THE SUM is a The Woodlands, Texas based financial advisory firm with nearly $409,460,174 in assets under management and provides investment advisory services for 875 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
Hourly charges, Fixed fees
Firm CRD#:
297658
SEC#:
801-122376
No. of Clients:
875
Assets under Management
$409,460,174
No. of Advisors:
8
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