Overview
Assets Under Management: $184 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
BLAND GARVEY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140066), BLAND GARVEY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BLAND GARVEY WEALTH ADVISORS, LLC is headquartered in RICHARDSON, TX.
BLAND GARVEY WEALTH ADVISORS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, BLAND GARVEY WEALTH ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BLAND GARVEY WEALTH ADVISORS, LLC manages $184 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, BLAND GARVEY WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 325
Discretionary Accounts: 321
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 140066
Last Filing Date: 2024-03-21 00:00:00
Website: https://blandgarvey.com