1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NFWM

Map pinPLANO, TX
Phone(214) 379-3333
NotebookSEC #801-122753
Total AUM
$311.9M
Employees
2
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8105 RASOR BLVD.
BOX #87
PLANO
TX 75024
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(214) 379-3333

ReceiptFinancials

Total AUM
$311.9M
Accounts
662
Discretionary
$309.5M
Accounts
648
Non-Discretionary
$2.3M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
25
AUM
$7M
HNW Individual Clients
50
AUM
$174.6M
Other Clients
4
AUM
$130.3M
Description of Other Clients
SKAN MONEY MANAGER

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
TXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account