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Building 2CHILDFREE WEALTH

Map pin
Phone662-222-1227
NotebookSEC #801-126460
Total AUM
$20.7M
Employees
10
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
662-222-1227
Other Offices
4

ReceiptFinancials

Total AUM
$20.7M
Accounts
56
Discretionary
$20.7M
Accounts
56
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$592.1K
HNW Individual Clients
10
AUM
$20.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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