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Building 2NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.

Map pinALLEN, TX
Phone972-972-8565
NotebookSEC #801-128238
Total AUM
$181.5M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 S. WATTERS ROAD
SUITE 242
ALLEN
TX 75013
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
972-972-8565

ReceiptFinancials

Total AUM
$181.5M
Accounts
508
Discretionary
$181.5M
Accounts
508
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$17.2M
HNW Individual Clients
72
AUM
$164.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTX

HandshakeAffiliates

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

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