WISDOM INDEX ADVISORS
Total AUM
$221.3M
Employees
4Clients
197Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
102 S. MAIN STREET
PROSPER
TX 75078
United States
PROSPER
TX 75078
United States
Operating Hours
9:00 AM - 4:00 PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-931-0063
Other Offices
1
Financials
Total AUM
$221.3M
Accounts
659Discretionary
$221.3M
Accounts
659Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
109AUM
$42.2M
HNW Individual Clients
75AUM
$158.8M
Pension/Profit Sharing Plan Clients
10AUM
$18M
Corporation or Business Clients
3AUM
$2.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.