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Building 2CLINTSMAN FINANCIAL PLANNING

Map pinSOUTHLAKE, TX
Phone817-410-8200
NotebookSEC #801-79101
Total AUM
$508.6M
Employees
13
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 W. KIRKWOOD BLVD.
SUITE 2500C
SOUTHLAKE
TX 76092
United States
Operating Hours
8:30AM- 5:30PM
Monday - Friday
Phone
817-410-8200

ReceiptFinancials

Total AUM
$508.6M
Accounts
1,402
Discretionary
$508.6M
Accounts
1,402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$47.4M
HNW Individual Clients
174
AUM
$461.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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