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Building 2PARKWAY WEALTH MANAGEMENT GROUP, LLC

Map pinPLANO, TX
Phone972-502-9340
NotebookSEC #801-131974
Total AUM
$1.2B
Employees
27
Clients
1,344

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5550 GRANITE PARKWAY
SUITE 180
PLANO
TX 75024
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
972-502-9340
Other Offices
4

ReceiptFinancials

Total AUM
$1.2B
Accounts
4,399
Discretionary
$1.2B
Accounts
4,399
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,027
AUM
$262.7M
HNW Individual Clients
283
AUM
$918.9M
Pension/Profit Sharing Plan Clients
1
AUM
$359.6K
Charitable Organization Clients
7
AUM
$7.4M
Government Entity Clients
1
AUM
$1.1M
Corporation or Business Clients
25
AUM
$31.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILKSLAMINCNENHNYOKTNTXWA

HandshakeAffiliates

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

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