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Building 2WHEAT GIVENS FINANCIAL, LLC

Map pinMCKINNEY, TX
Phone214-385-2415
NotebookSEC #801-121906
Total AUM
$144.1M
Employees
4
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8751 COLLIN MCKINNEY PARKWAY
SUITE 903
MCKINNEY
TX 75070
United States
Operating Hours
10:00 AM - 6:00 PM
Monday - Friday
Phone
214-385-2415

ReceiptFinancials

Total AUM
$144.1M
Accounts
721
Discretionary
$0
Accounts
0
Non-Discretionary
$144.1M
Accounts
721

ContactClients

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Individual Clients
211
AUM
$47.2M
HNW Individual Clients
57
AUM
$95.9M
Charitable Organization Clients
2
AUM
$239.6K
Corporation or Business Clients
3
AUM
$748.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLAOKTNTX

HandshakeAffiliates

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

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