Overlook Park Wealth, LLC

Overlook Park Wealth, LLC (CRD# 300955) is a financial advisory firm headquartered in Humble, TX. They manage $6,150,955 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7601 Fm 1960 East, #151, Humble, TX 77346
http://www.overlookparkwealth.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $75,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Overlook Park Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marcus Jasso, financial advisor Humble TX
Marcus Jasso
CRD#: 4312112
Humble, TX

Marcus Jasso (CRD# 4312112) is an Investment Advisor Representative working at Overlook Park Wealth, LLC in Humble, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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