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Building 2SFMG WEALTH ADVISORS

Map pinPLANO, TX
Phone972-960-6460
NotebookSEC #801-44699
Total AUM
$3B
Employees
39
Clients
982

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3960 DALLAS PARKWAY
SUITE 400
PLANO
TX 75093
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
972-960-6460
Other Offices
1

ReceiptFinancials

Total AUM
$3B
Accounts
4,323
Discretionary
$2.7B
Accounts
3,817
Non-Discretionary
$283.4M
Accounts
506

ContactClients

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Individual Clients
472
AUM
$373.3M
HNW Individual Clients
496
AUM
$2.6B
Pension/Profit Sharing Plan Clients
1
AUM
$142.8K
Charitable Organization Clients
2
AUM
$1.5M
Corporation or Business Clients
11
AUM
$11.7M

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
ARCACOFLLANCNYOKORTNTXWA

HandshakeAffiliates

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

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