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Building 2MILLS WEALTH ADVISORS, LLC

Map pinSOUTHLAKE, TX
Phone817-416-7300
NotebookSEC #801-110251
Total AUM
$548.7M
Employees
8
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1207 S. WHITE CHAPEL BLVD
SUITE 150
SOUTHLAKE
TX 76092
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
817-416-7300

ReceiptFinancials

Total AUM
$548.7M
Accounts
1,877
Discretionary
$507.2M
Accounts
1,656
Non-Discretionary
$41.6M
Accounts
221

ContactClients

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Individual Clients
275
AUM
$73M
HNW Individual Clients
171
AUM
$421.3M
Pooled Vehicle Clients
2
AUM
$76.1K
Pension/Profit Sharing Plan Clients
16
AUM
$48.3M
Corporation or Business Clients
8
AUM
$6.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOGALAMNTXUTVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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