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Building 2THE ADVISORS GROUP

Map pinLUBBOCK, TX
Phone806-794-3848
NotebookSEC #801-130764
Total AUM
$142.4M
Employees
5
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12002 TRAFALGAR AVENUE
SUITE 102
LUBBOCK
TX 79424
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
806-794-3848

ReceiptFinancials

Total AUM
$142.4M
Accounts
542
Discretionary
$142.4M
Accounts
542
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$56.7M
HNW Individual Clients
35
AUM
$84.4M
Charitable Organization Clients
1
AUM
$739.4K
Corporation or Business Clients
1
AUM
$609.4K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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