Overview
Assets Under Management: $274 million
Headquarters: BELLVILLE, TX
High-Net-Worth Clients: 3
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.51
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 975
Discretionary Accounts: 917
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 151070
Filing ID: 1955524
Last Filing Date: 2025-03-18 11:58:00
Website: https://mcbyrdwealth.com