Overview
Assets Under Management: $413 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 84
Average Client Assets: $3.8 million
Frequently Asked Questions
VOGEL FINANCIAL ADVISORS, 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 #114219), VOGEL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
VOGEL FINANCIAL ADVISORS, LLC is headquartered in RICHARDSON, TX.
VOGEL FINANCIAL ADVISORS, LLC serves 84 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, VOGEL FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VOGEL FINANCIAL ADVISORS, LLC manages $413 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, VOGEL FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.67%
Average Client Assets: $3.8 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 114219
Filing ID: 1198048
Last Filing Date: 2018-03-29 15:25:00