SUCRE-VAIL, INC
Legal name: SUCRE-VAIL WEALTH ADVISORS
CRD #114679 SEC #801-63217 HOUSTON, TX 281-286-1270
SEC Registered
Total AUM
$37.8M
Discretionary
$0
Employees
5
Clients
--
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2007 | $37.8M | $0 | $37.8M | 5 | -- |
| Mar 2007 | $37.8M | $0 | $37.8M | 5 | -- |
| Mar 2006 | $8.9M | $8.9M | $0 | 5 | -- |
| Feb 2006 | $48.2M | $8.9M | $39.3M | 5 | -- |
| Jun 2004 | $47.8M | $0 | $47.8M | 5 | -- |
| May 2004 | $47.8M | $0 | $47.8M | 5 | -- |
DateMay 2007
Total AUM$37.8M
Discretionary$0
Non-Disc.$37.8M
Employees5
Clients--
DateMar 2007
Total AUM$37.8M
Discretionary$0
Non-Disc.$37.8M
Employees5
Clients--
DateMar 2006
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$48.2M
Discretionary$8.9M
Non-Disc.$39.3M
Employees5
Clients--
DateJun 2004
Total AUM$47.8M
Discretionary$0
Non-Disc.$47.8M
Employees5
Clients--
DateMay 2004
Total AUM$47.8M
Discretionary$0
Non-Disc.$47.8M
Employees5
Clients--