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Michael Thomason Mcree

SUSTAINABLE WOODLANDS PARTNERS, LLC·HOUSTON, Texas
Clean recordSUSTAINABLE WOODLANDS PARTNERS, LLC
4265 SAN FELIPE ST, HOUSTON, TX 77027CRD# 1415786Firm CRD# 157862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomason Mcree · HOUSTON, TX
Registration
CRD #1415786 · SUSTAINABLE WOODLANDS PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Thomason Mcree is a registered financial advisor based in HOUSTON, Texas, affiliated with SUSTAINABLE WOODLANDS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUSTAINABLE WOODLANDS PARTNERS, LLC
SUSTAINABLE WOODLANDS PARTNERS, LLC
AUM
$121M
Regulatory assets under management
Employees
12
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1415786
Firm CRD# 157862
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05

Frequently Asked Questions

What services does Michael Thomason Mcree offer?
Michael Thomason Mcree specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Michael Thomason Mcree's credentials?
Michael Thomason Mcree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomason Mcree located?
Michael Thomason Mcree is based in HOUSTON, Texas, working with SUSTAINABLE WOODLANDS PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Michael Thomason Mcree charge for services?
Michael Thomason Mcree's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUSTAINABLE WOODLANDS PARTNERS, LLC?
SUSTAINABLE WOODLANDS PARTNERS, LLC has approximately 12 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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