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Building 2NEXUS ONE FINANCIAL ADVISORS LLC

Map pinPLANO, TX
Phone(214) 800-4442
NotebookSEC #801-134359
Total AUM
$552M
Employees
10
Clients
685

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5060 TENNYSON PKWY
SUITE 300
PLANO
TX 75024
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(214) 800-4442

ReceiptFinancials

Total AUM
$552M
Accounts
1,661
Discretionary
$552M
Accounts
1,661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
500
AUM
$206.5M
HNW Individual Clients
185
AUM
$345.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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