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

Building 2ASTRA WEALTH MANAGEMENT GROUP

Map pinPLANO, TX
Phone972-327-8820
NotebookSEC #801-127984
Total AUM
$1.6B
Employees
17
Clients
964

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 GRANITE PARKWAY
SUITE 330
PLANO
TX 75024
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
972-327-8820
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,843
Discretionary
$1.5B
Accounts
2,817
Non-Discretionary
$45.2M
Accounts
26

ContactClients

View more in analytics →

Individual Clients
620
AUM
$271.8M
HNW Individual Clients
344
AUM
$1.3B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLILKSLANCNENHNMNYOKTXUTVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account