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Building 2BLAND GARVEY WEALTH ADVISORS, LLC

Map pinRICHARDSON, TX
Phone972-231-2503
NotebookSEC #801-70358
Total AUM
$241.2M
Employees
5
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 NORTH CENTRAL EXPRESSWAY
SUITE 550
RICHARDSON
TX 75080
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
972-231-2503

ReceiptFinancials

Total AUM
$241.2M
Accounts
354
Discretionary
$237.7M
Accounts
348
Non-Discretionary
$3.5M
Accounts
6

ContactClients

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Individual Clients
47
AUM
$13.3M
HNW Individual Clients
67
AUM
$214.9M
Pension/Profit Sharing Plan Clients
8
AUM
$7.7M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
1
AUM
$494.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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