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Building 2TEAM FINANCIAL STRATEGIES

Map pinABILENE, TX
Phone325-480-1587
NotebookSEC #801-78596
Total AUM
$262M
Employees
11
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 CYPRESS ST.
ABILENE
TX 79601
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
325-480-1587
Other Offices
2

ReceiptFinancials

Total AUM
$262M
Accounts
1,205
Discretionary
$243.6M
Accounts
1,129
Non-Discretionary
$18.4M
Accounts
76

ContactClients

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Individual Clients
211
AUM
$59.1M
HNW Individual Clients
72
AUM
$159.2M
Investment Company Clients
1
AUM
$18.2M
Pooled Vehicle Clients
1
AUM
$9.7M
Pension/Profit Sharing Plan Clients
1
AUM
$14.1M
Corporation or Business Clients
7
AUM
$1.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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