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KINGWOOD INVESTMENT GROUP

KINGWOOD INVESTMENT GROUP, LLC

CRD 330330 · SEC 801-134979

Visit website

22001 NORTHPARK DRIVE, SUITE 245, KINGWOOD, TX, 77339, United States

Phone

281-359-7900

Fax

281-540-1800

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$126.5M

Team

7 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals228$84.2M
High net worth individuals16$41.8M

States served

NY, TX, NH

All web addresses on file

Official SEC filing: View on IAPD