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Building 2WISDOM INDEX ADVISORS

Map pinPROSPER, TX
Phone972-931-0063
NotebookSEC #801-116762
Total AUM
$221.3M
Employees
4
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 S. MAIN STREET
PROSPER
TX 75078
United States
Operating Hours
9:00 AM - 4:00 PM
BY APPOINTMENT ONLY
Phone
972-931-0063
Other Offices
1

ReceiptFinancials

Total AUM
$221.3M
Accounts
659
Discretionary
$221.3M
Accounts
659
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$42.2M
HNW Individual Clients
75
AUM
$158.8M
Pension/Profit Sharing Plan Clients
10
AUM
$18M
Corporation or Business Clients
3
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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