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Building 2SOLUTIONS 4 WEALTH

Map pinSOUTHLAKE, TX
Phone817-934-7010
NotebookSEC #801-121358
Total AUM
$189.4M
Employees
5
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
566 NORTH KIMBALL AVE
SUITE 120
SOUTHLAKE
TX 76092
United States
Operating Hours
9AM - 4PM M-T; 9-12 F
Monday - Friday
Phone
817-934-7010

ReceiptFinancials

Total AUM
$189.4M
Accounts
649
Discretionary
$189.1M
Accounts
642
Non-Discretionary
$326.3K
Accounts
7

ContactClients

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Individual Clients
124
AUM
$25.6M
HNW Individual Clients
77
AUM
$160.1M
Investment Company Clients
1
AUM
$10K
Pooled Vehicle Clients
1
AUM
$1.6M
Investment Advisor Clients
6
AUM
$782.8K
Corporation or Business Clients
1
AUM
$322.4K
Other Clients
1
AUM
$1M
Description of Other Clients
ESTATE TRUST

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHSCTX

HandshakeAffiliates

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

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