1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PLANGUIDE FINANCIAL

Map pinSOUTHLAKE, TX
Phone775-379-9729
NotebookSEC #801-135492
Total AUM
$277.2M
Employees
2
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 STATE STREET, SUITE 225
SOUTHLAKE
TX 76092
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
775-379-9729

ReceiptFinancials

Total AUM
$277.2M
Accounts
9
Discretionary
$50.6M
Accounts
1
Non-Discretionary
$226.7M
Accounts
8

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
10
AUM
$277.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account