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Building 2INVESTMENTHUNTER WEALTH SERVICES

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Phone(972) 977-6428
NotebookSEC #801-129616
Total AUM
$138M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(972) 977-6428

ReceiptFinancials

Total AUM
$138M
Accounts
314
Discretionary
$138M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$16.4M
HNW Individual Clients
55
AUM
$121.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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