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Building 2M C BYRD WEALTH MANAGEMENT, LLC

Map pinBELLVILLE, TX
Phone979-865-0660
NotebookSEC #801-70620
Total AUM
$78.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
633 W. MAIN
SUITE B
BELLVILLE
TX 77418
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
979-865-0660

ReceiptFinancials

Total AUM
$78.4M
Accounts
291
Discretionary
$61.2M
Accounts
276
Non-Discretionary
$17.2M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

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

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