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Building 2FULLCIRCLE WEALTH LLC

Map pinMCKINNEY, TX
Phone972-480-6200
NotebookSEC #801-121913
Total AUM
$257.4M
Employees
3
Clients
191

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6950 TPC DRIVE
SUITE 110
MCKINNEY
TX 75070
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
972-480-6200

ReceiptFinancials

Total AUM
$257.4M
Accounts
1,243
Discretionary
$252.9M
Accounts
1,241
Non-Discretionary
$4.6M
Accounts
2

ContactClients

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Individual Clients
153
AUM
$76.7M
HNW Individual Clients
34
AUM
$176.1M
Pension/Profit Sharing Plan Clients
2
AUM
$4.6M
Charitable Organization Clients
2
AUM
$41.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NENHNVTX

HandshakeAffiliates

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

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