Teakwood Financial Advisors, Inc. is an adviser based in Houston. It manages $38.56 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.
Teakwood Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Teakwood Financial Advisors, Inc. is $38.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Teakwood Financial Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Teakwood Financial Advisors, Inc. performs its advisory services is located at 315 Teakwood Lane, Houston, TX 77024 6844, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-465-9594 or by fax 713-465-9571. The normal business hours are 9:00am to 5:00pm on Monday - Friday.