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Building 2BFI WEALTH SOLUTIONS, LLC

Map pinDALLAS, TX
Phone469-646-0429
NotebookSEC #801-130638
Total AUM
$145M
Employees
1
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8111 LYNDON B JOHNSON FWY
SUITE 1065
DALLAS
TX 75251
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
469-646-0429

ReceiptFinancials

Total AUM
$145M
Accounts
550
Discretionary
$142M
Accounts
542
Non-Discretionary
$3M
Accounts
8

ContactClients

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Individual Clients
156
AUM
$55M
HNW Individual Clients
74
AUM
$90M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMNTX

HandshakeAffiliates

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

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