INSCRIPTION FAMILY OFFICE, LLC

other names
  • INSCRIPTION FAMILY OFFICE, LLC

Adviser Profile
As of Date 03/20/2025
ADV Location HOUSTON, TX, United States
Adviser Type - Related adviser
Number of Employees 4
of those in investment advisory functions 4
Registration SEC, Approved, 06/03/2019
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
% High Net Worth 100.00%
SMA’s No
Private Funds 0
Contact Info 832 xxxxxxx

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name CECILIA VILLAGARCIA, CPA Filing Date07/28/2025 Form ADV-E View Report
Accounting Firm Name PKF TEXAS Filing Date09/16/2024 Form ADV-E View Report
Accounting Firm Name WEAVER Filing Date01/09/2024 Form ADV-E View Report
Accounting Firm Name WEAVER Filing Date08/10/2023 Form ADV-E View Report
Accounting Firm Name WEAVER Filing Date10/28/2022 Form ADV-E View Report