STAVIS WEALTH TRANSFER SOLUTIONS

Tel: 713-391-8200 1330 Post Oak Blvd Suite 2050 Houston, Texas 77056

About STAVIS WEALTH TRANSFER SOLUTIONS

STAVIS WEALTH TRANSFER SOLUTIONS is a Houston, Texas based financial advisory firm with nearly $108,433,225 in assets under management and provides investment advisory services for 21 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

328185

Firm SEC#:

801-128853

Assets Under Management:

$108,433,225

No. of Clients:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (ESTATE PLANNING & ADVISORY SUPERVISION SERVICES)

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