Overview
Assets Under Management: $1.2 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 322
Average Client Assets: $3.7 million
Frequently Asked Questions
THE FINANCIAL ADVISORY GROUP, LLC 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 #109558), THE FINANCIAL ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
THE FINANCIAL ADVISORY GROUP, LLC is headquartered in HOUSTON, TX.
THE FINANCIAL ADVISORY GROUP, LLC serves 322 high-net-worth clients according to their SEC filing dated March 23, 2024. View client details ↓
According to their SEC Form ADV, THE FINANCIAL ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
THE FINANCIAL ADVISORY GROUP, LLC manages $1.2 billion in client assets according to their SEC filing dated March 23, 2024.
According to their SEC Form ADV, THE FINANCIAL ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 322
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.36%
Average Client Assets: $3.7 million
Total Client Accounts: 2,434
Discretionary Accounts: 2,434
Regulatory Filings
CRD Number: 109558
Filing ID: 1853443
Last Filing Date: 2024-03-23 15:41:00