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MANAGED FINANCIAL SERVICES CORP INC
CRD 109806 · SEC 801-56058
10330 LAKE ROAD, SUITE U, HOUSTON, TX, 77070, United States
Phone
281-880-7200
Fax
281-880-7277
Registration
— (—)
Source
State registered
Total AUM
$55.5M
Discretionary AUM
$53.0M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $34.9M |
| High net worth individuals | 20 | $20.6M |
All web addresses on file
Official SEC filing: View on IAPD