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

Building 2OPENAIR FINANCIAL, LLC

Map pinSOUTHLAKE, TX
Phone214-233-6059
NotebookSEC #801-127377
Total AUM
$318M
Employees
7
Clients
860

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
280 MIRON DRIVE
SOUTHLAKE
TX 76092
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
214-233-6059
Other Offices
5

ReceiptFinancials

Total AUM
$318M
Accounts
1,212
Discretionary
$318M
Accounts
1,212
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
700
AUM
$103M
HNW Individual Clients
160
AUM
$215M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account