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Building 2STRATEGIC WEALTH PLANNING

Map pinRICHARDSON, TX
Phone214-727-6000
NotebookSEC #801-69852
Total AUM
$208.6M
Employees
6
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 NORTH CENTRAL EXPRESSWAY
SUITE 200
RICHARDSON
TX 75080
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
214-727-6000

ReceiptFinancials

Total AUM
$208.6M
Accounts
781
Discretionary
$182.9M
Accounts
759
Non-Discretionary
$25.7M
Accounts
22

ContactClients

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Individual Clients
96
AUM
$14.1M
HNW Individual Clients
100
AUM
$193.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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