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Building 2SOUTHWESTERN ADVISORY GROUP

Map pinSTEPHENVILLE, TX
Phone(254) 968-6428
NotebookSEC #801-107352
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 EAST ROAD
STEPHENVILLE
TX 76401
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(254) 968-6428

ReceiptFinancials

Total AUM
$40M
Accounts
120
Discretionary
$40M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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