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SUSTAINABLE WOODLANDS PARTNERS, LLC
SUSTAINABLE WOODLANDS PARTNERS, LLC
HOUSTON, Texas
·
5 registered advisors
·
CRD# 157862
SEC# 801-72527
0
713-993-4675
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SUSTAINABLE WOODLANDS PARTNERS, LLC
5 registered advisors
David Andrew Scott
HOUSTON, Texas
CRD# 5755149
David Edwin Hicks
HOUSTON, Texas
CRD# 3253023
Michael Thomason Mcree
HOUSTON, Texas
CRD# 1415786
Robert Markwood Fields
HOUSTON, Texas
CRD# 2261561
William Kane Enszer
HOUSTON, Texas
CRD# 5087065
05
Office Locations
HOUSTON, Texas
5 advisors
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Data sourced from SEC Form ADV filings. SUSTAINABLE WOODLANDS PARTNERS, LLC (CRD# 157862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.