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Building 2S&S WEALTH MANAGEMENT

Map pinGRAND PRAIRIE, TX
Phone817-276-8090
NotebookSEC #801-62897
Total AUM
$41.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2505 N. HIGHWAY 360
SUITE 490
GRAND PRAIRIE
TX 75050-7825
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
817-276-8090

ReceiptFinancials

Total AUM
$41.6M
Accounts
586
Discretionary
$28.7M
Accounts
335
Non-Discretionary
$12.9M
Accounts
251

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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