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Building 2BRINDLE & BAY FINANCIAL ADVISORS, LLC

Map pinFRISCO, TX
Phone214-988-9178
NotebookSEC #801-131045
Total AUM
$184.8M
Employees
4
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5899 PRESTON RD
STE. 1103
FRISCO
TX 75034
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
214-988-9178

ReceiptFinancials

Total AUM
$184.8M
Accounts
627
Discretionary
$184.8M
Accounts
627
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
115
AUM
$56.8M
HNW Individual Clients
69
AUM
$128M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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