Overview
Assets Under Management: $163 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 634
Discretionary Accounts: 634
Regulatory Filings
CRD Number: 152678
Last Filing Date: 2024-03-29 00:00:00
Website: https://pwadvisory.com