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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUCRE-VAIL, MARGARET, R | I | PRESIDENT | E | Control |
| SUCRE-VAIL, MARGARET, ROSE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SUCRE-VAIL, MARGARET, ROSE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SUCRE-VAIL, MARGARET, ROSE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SUCRE-VAIL, MARGARET, ROSE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SUCRE-VAIL, MARGARET, ROSE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 22, 2007 REGISTERED
Notice Filings (1)
TX
Address
16862 ROYAL CREST DRIVEHOUSTON, TX 77058
USA
Phone: 281-286-1270