Position Wealth

Position Wealth (CRD# 325116) is a financial advisory firm headquartered in The Woodlands, TX. They manage $166,365,426 in 183 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

2001 Timberloch Place, Suite 500, The Woodlands, TX 77380

https://www.instagram.com/positionwealth/

By the Numbers

Total Assets Under Management

166

MILLION
Total Number of Accounts

183

ACCOUNTS
Average Account Value

$909,101

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX, UT

Financial Advisors at Position Wealth

Showing 1 - 2 of 2 top financial advisors.

Danny Allizadeh

CRD#: 3132836

2001 Timberloch Place, Suite 500, The Woodlands, TX 77380

Danny Allizadeh (CRD# 3132836) is an Investment Advisor Representative working at Position Wealth in The Woodlands, TX and has over 25 years of experience in the finance industry.

Cary S. Marger

CRD#: 5746211

2001 Timberloch Place, Suite 500, The Woodlands, TX 77380

Cary Marger (CRD# 5746211) is an Investment Advisor Representative working at Position Wealth in The Woodlands, TX and has over 14 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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