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Building 2M.C. BYRD WEALTH MANAGEMENT, LLC

Map pinBELLVILLE, TX
Phone979-865-0660
NotebookSEC #801-80970
Total AUM
$294.2M
Employees
5
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 N. HARRIS STREET
BELLVILLE
TX 77418
United States
Operating Hours
8 AM - 5 PM (3 PM ON FRIDAY)
Monday - Friday
Phone
979-865-0660

ReceiptFinancials

Total AUM
$294.2M
Accounts
967
Discretionary
$236.1M
Accounts
920
Non-Discretionary
$58M
Accounts
47

ContactClients

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Individual Clients
481
AUM
$113.8M
HNW Individual Clients
53
AUM
$115.5M
Pension/Profit Sharing Plan Clients
19
AUM
$56M
Corporation or Business Clients
4
AUM
$8.9M

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
CACOFLLAOHOKTX

HandshakeAffiliates

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

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