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Building 2THE PERSONAL WEALTH COACH

Map pinSALADO, TX
Phone254-947-1111
NotebookSEC #801-68174
Total AUM
$219.6M
Employees
3
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
918 NORTH MAIN STREET
SALADO
TX 76571
United States
Operating Hours
08:30AM TO 05:00PM
Monday - Friday
Phone
254-947-1111

ReceiptFinancials

Total AUM
$219.6M
Accounts
883
Discretionary
$219.6M
Accounts
883
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
222
AUM
$172.7M
HNW Individual Clients
8
AUM
$43.2M
Corporation or Business Clients
3
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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