Overview
Assets Under Management: $297 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 105
Average Client Assets: $2.4 million
Frequently Asked Questions
CLINTSMAN FINANCIAL PLANNING 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 #120293), CLINTSMAN FINANCIAL PLANNING is subject to fiduciary duty under federal law.
CLINTSMAN FINANCIAL PLANNING is headquartered in SOUTHLAKE, TX.
CLINTSMAN FINANCIAL PLANNING serves 105 high-net-worth clients according to their SEC filing dated April 23, 2018. View client details ↓
According to their SEC Form ADV, CLINTSMAN FINANCIAL PLANNING offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CLINTSMAN FINANCIAL PLANNING manages $297 million in client assets according to their SEC filing dated April 23, 2018.
According to their SEC Form ADV, CLINTSMAN FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.04%
Average Client Assets: $2.4 million
Total Client Accounts: 980
Discretionary Accounts: 980
Regulatory Filings
CRD Number: 120293
Filing ID: 1211682
Last Filing Date: 2018-04-23 13:35:00