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Building 2JWA FINANCIAL GROUP, INC.

Map pinDALLAS, TX
Phone972-661-3355
NotebookSEC #801-61361
Total AUM
$379.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6200 LBJ FREEWAY
SUITE 180
DALLAS
TX 75240
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
972-661-3355

ReceiptFinancials

Total AUM
$379.6M
Accounts
795
Discretionary
$372.7M
Accounts
768
Non-Discretionary
$7M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANETX

HandshakeAffiliates

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

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