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Building 2FRISCO FINANCIAL PLANNING

Map pin
Phone469-248-6237
NotebookSEC #801-130915
Total AUM
$131.1M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
469-248-6237

ReceiptFinancials

Total AUM
$131.1M
Accounts
222
Discretionary
$131.1M
Accounts
222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$4.2M
HNW Individual Clients
43
AUM
$126.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed 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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