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The Woodlands, Texas
$294.1 million AUM
1 office

Woodlands Asset Management Inc is based in The Woodlands, Texas and has $294.1 million in assets under management.

Location
10655 Six Pines Drive Suite 100
The Woodlands, TX 77380
$294.1 million
AUM
8
Employees
AUM Share
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$294,139,623
Assets under management
673 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 424 $88,149,327 30% $207,899
High net worth individuals 40 $146,514,487 50% $3,662,862
Pension and profit sharing plans 1 $723,321 0% $723,321
Charitable organizations 6 $13,322,632 5% $2,220,439
Other corporations or businesses 8 $45,429,856 15% $5,678,732
Employees Share
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8
Employees
8
Investment analysts
100% of total employees
AUM per employee Share
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$294,139,623
Assets under management
$36,767,453
AUM per employee
$36,767,453
AUM per investment analyst
About Share
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Compensation

Woodlands Asset Management Inc makes money through the following ways:

  • Percentage of AUM
Services offered

Woodlands Asset Management Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 108,122
SEC number 801-55551
Legal structure Corporation
Legal governance Texas, United States
Latest ADV filing date March 20, 2020

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