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Building 2GENERATIONAL WEALTH ADVISORS

Map pinRICHARDSON, TX
Phone972-378-1795
NotebookSEC #801-67609
Total AUM
$568.8M
Employees
60
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 NORTH CENTRAL EXPRESSWAY
SUITE 100
RICHARDSON
TX 75080
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
972-378-1795

ReceiptFinancials

Total AUM
$568.8M
Accounts
602
Discretionary
$568.8M
Accounts
602
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$39.2M
HNW Individual Clients
98
AUM
$406.8M
Pension/Profit Sharing Plan Clients
3
AUM
$9.1M
Charitable Organization Clients
4
AUM
$8.2M
Corporation or Business Clients
18
AUM
$105.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMINCNENYTX

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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