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Building 2CORUS FAMILY WEALTH ADVISORS, INC.

Map pinMCKINNEY, TX
Phone972-422-1010
NotebookSEC #801-118534
Total AUM
$619.5M
Employees
10
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5900 S. LAKE FOREST DRIVE
SUITE 280
MCKINNEY
TX 75070
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-422-1010

ReceiptFinancials

Total AUM
$619.5M
Accounts
700
Discretionary
$619.5M
Accounts
700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$13.1M
HNW Individual Clients
70
AUM
$539.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
6
AUM
$65M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE AND TRUST SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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