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Building 2ADDINGTON FINANCIAL GROUP LLC

Map pin
Phone903-285-9515
NotebookSEC #801-112629
Total AUM
$338.1M
Employees
3
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
903-285-9515
Other Offices
2

ReceiptFinancials

Total AUM
$338.1M
Accounts
361
Discretionary
$338.1M
Accounts
361
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$23.1M
HNW Individual Clients
39
AUM
$185.9M
Charitable Organization Clients
1
AUM
$128M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONHTX

HandshakeAffiliates

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

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