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Building 2VOGEL FINANCIAL ADVISORS, LLC

Map pinRICHARDSON, TX
Phone214-346-5880
NotebookSEC #801-63219
Total AUM
$413.4M
Employees
3
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2221 LAKESIDE BOULEVARD
SUITE 1110
RICHARDSON
TX 75082
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
214-346-5880

ReceiptFinancials

Total AUM
$413.4M
Accounts
259
Discretionary
$413.4M
Accounts
259
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$76.6M
HNW Individual Clients
84
AUM
$321.1M
Pension/Profit Sharing Plan Clients
15
AUM
$15.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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