Also known as sum
The Sum is a wealth management firm based in The Woodlands, Texas, founded in 2018. It serves clients in The Woodlands, Spring, Kingwood and Cypress and provides financial planning with a CERTIFIED FINANCIAL PLANNER focus. The firm covers seven areas of comprehensive financial planning and publishes its fee structure. It states that it was formed in response to compensation structures in the industry that can misalign advisor and client interests.
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Sum is a wealth manager based in The Woodlands, United States.
Sum is headquartered in The Woodlands, United States.
Sum was founded in 2018.
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