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Building 2PERSONAL MONEY PLANNING, LLC

Map pinWICHITA FALLS, TX
Phone940-692-6885
NotebookSEC #801-123694
Total AUM
$126.7M
Employees
5
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4245 KEMP BLVD SUITE 1007
WICHITA FALLS
TX 76308-2822
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
940-692-6885

ReceiptFinancials

Total AUM
$126.7M
Accounts
566
Discretionary
$126.7M
Accounts
566
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$72.1M
HNW Individual Clients
28
AUM
$54.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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