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PERSONAL MONEY PLANNING
WICHITA FALLS, TX
940-692-6885
SEC #801-68514Total AUM
$51M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4245 KEMP BLVD SUITE 806
WICHITA FALLS
TX 76308-2822
United States
WICHITA FALLS
TX 76308-2822
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
940-692-6885
Financials
Total AUM
$51M
Accounts
326Discretionary
$51M
Accounts
326Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.