1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEXBANK WEALTH ADVISORS

Map pinDALLAS, TX
Phone972-763-4000
NotebookSEC #801-111780
Total AUM
$882.5K
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2515 MCKINNEY AVE
SUITE 1100
DALLAS
TX 75201
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
972-763-4000

ReceiptFinancials

Total AUM
$882.5K
Accounts
3
Discretionary
$882.5K
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2
AUM
$250.9K
HNW Individual Clients
1
AUM
$631.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

Feature requires an account