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Building 2PHIL D. WHEAT, CFP

Map pinMCKINNEY, TX
Phone214-385-2415
NotebookSEC #801-67670
Total AUM
$44.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6401 SOUTH CUSTER ROAD SUITE 2000
MCKINNEY
TX 75070
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-385-2415

ReceiptFinancials

Total AUM
$44.5M
Accounts
318
Discretionary
$0
Accounts
0
Non-Discretionary
$44.5M
Accounts
318

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HOURLY FEES CAN BE AGREED TO

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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