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Building 2WORTH FINANCIAL GROUP INC.

Map pinDALLAS, TX
Phone(469) 916-4287
NotebookSEC #801-135680
Total AUM
$122.8M
Employees
11
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16660 DALLAS PARKWAY
SUITE 2200
DALLAS
TX 75248-2612
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(469) 916-4287
Other Offices
3

ReceiptFinancials

Total AUM
$122.8M
Accounts
157
Discretionary
$122.8M
Accounts
157
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$4.4M
HNW Individual Clients
42
AUM
$118.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNMTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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