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Building 2EXPAND FINANCIAL GROUP, LLC

Map pinBURLESON, TX
Phone916-521-5451
NotebookSEC #801-112833
Total AUM
$25.3M
Employees
3
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11805 HASSOP LANE
BURLESON
TX 76028
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
916-521-5451
Other Offices
2

ReceiptFinancials

Total AUM
$25.3M
Accounts
205
Discretionary
$22.2M
Accounts
184
Non-Discretionary
$3.2M
Accounts
21

ContactClients

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Individual Clients
127
AUM
$22.6M
HNW Individual Clients
1
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMTTX

HandshakeAffiliates

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

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