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Building 2BANNERMAN WEALTH

Map pinLEWISVILLE, TX
Phone(214) 919-4448
NotebookSEC #801-117777
Total AUM
$176.6M
Employees
5
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2560 KING ARTHUR BLVD
SUITE 124-46
LEWISVILLE
TX 75056
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(214) 919-4448
Other Offices
3

ReceiptFinancials

Total AUM
$176.6M
Accounts
636
Discretionary
$176.6M
Accounts
636
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$41M
HNW Individual Clients
63
AUM
$133.6M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMINHNYOHPATXVAWAWI

HandshakeAffiliates

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

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