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The Sum
The Woodlands, Texas
5.0
2 Reviews
The Sum, a small investment advisory firm based out of The Woodlands, TX, is dedicated to providing comprehensive financial solutions to its clients. With four highly skilled employees, all specializing in investment advisory services, The Sum offers personalized strategies tailored to meet the unique goals and objectives of each client.
With an impressive average of approximately $23,010,000 in assets under management per investment advisor, The Sum demonstrates its expertise in managing substantial portfolios. The firm's compensation structure is designed to align the interests of the advisors with those of their clients, inclu...see more
Assets Under Mgmt
$140.31M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for The Sum
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