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Building 2MONEY METHODS

Map pinAMARILLO, TX
Phone806-353-8782
NotebookSEC #801-56748
Total AUM
$23M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6001 BELPREE RD
AMARILLO
TX 79106
USA
Operating Hours
9:00 AM. TO 5:00 PM.
Monday - Friday
Phone
806-353-8782

ReceiptFinancials

Total AUM
$23M
Accounts
725
Discretionary
$18M
Accounts
225
Non-Discretionary
$5M
Accounts
500

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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