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Building 2CLEAR SKY FINANCIAL, LP

Map pinPROSPER, TX
Phone214-440-3615
NotebookSEC #801-120728
Total AUM
$140.6M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 N. PRESTON ROAD
SUITE 344
PROSPER
TX 75078
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
214-440-3615

ReceiptFinancials

Total AUM
$140.6M
Accounts
298
Discretionary
$140.6M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$30.4M
HNW Individual Clients
35
AUM
$110.1M
Investment Advisor Clients
1
AUM
$102.8K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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