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Building 2S&S WEALTH MANAGEMENT

Map pinGRAND PRAIRIE, TX
Phone817-276-8090
NotebookSEC #801-126309
Total AUM
$153.8M
Employees
3
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2505 N. HIGHWAY 360
SUITE 490
GRAND PRAIRIE
TX 75050-7825
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
817-276-8090

ReceiptFinancials

Total AUM
$153.8M
Accounts
790
Discretionary
$149.8M
Accounts
779
Non-Discretionary
$4M
Accounts
11

ContactClients

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Individual Clients
267
AUM
$59.7M
HNW Individual Clients
48
AUM
$94.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTX

HandshakeAffiliates

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

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