Overview
Assets Under Management: $164 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 640
Discretionary Accounts: 614
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 149134
Last Filing Date: 2024-03-12 00:00:00
Website: https://awealthplan.com