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Building 2GDS WEALTH MANAGEMENT

Map pinFLOWER MOUND, TX
Phone469-212-8072
NotebookSEC #801-122391
Total AUM
$1.8B
Employees
38
Clients
1,082

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2910 LAKESIDE VILLAGE BLVD
FLOWER MOUND
TX 75022
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
469-212-8072

ReceiptFinancials

Total AUM
$1.8B
Accounts
4,052
Discretionary
$1.8B
Accounts
3,794
Non-Discretionary
$12.4M
Accounts
258

ContactClients

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Individual Clients
768
AUM
$664.6M
HNW Individual Clients
310
AUM
$1.1B
Charitable Organization Clients
3
AUM
$6M
Corporation or Business Clients
1
AUM
$510.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAOKTX

HandshakeAffiliates

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

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