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Building 2BERRY WEALTH GROUP

Map pinGRANBURY, TX
Phone817-573-9595
NotebookSEC #801-128496
Total AUM
$274.5M
Employees
6
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
920 WHITEHEAD DR.
GRANBURY
TX 76048
United States
Operating Hours
M-TH 8:30AM-4:30PM F:8:30AM-3:00PM
Monday - Friday
Phone
817-573-9595

ReceiptFinancials

Total AUM
$274.5M
Accounts
938
Discretionary
$69.5M
Accounts
186
Non-Discretionary
$205M
Accounts
752

ContactClients

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Individual Clients
249
AUM
$72.9M
HNW Individual Clients
83
AUM
$198.2M
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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