Overview
Assets Under Management: $142 million
Headquarters: SOUTHLAKE, 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 546
Discretionary Accounts: 535
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 143248
Last Filing Date: 2024-03-18 00:00:00
Website: https://solutions4wealth.com