Overview
Assets Under Management: $151 million
Headquarters: ALLEN, TX
High-Net-Worth Clients: 69
Average Client Assets: $1.3 million
Frequently Asked Questions
WEALTH MANAGEMENT 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 #158077), WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT GROUP, LLC is headquartered in ALLEN, TX.
WEALTH MANAGEMENT GROUP, LLC serves 69 high-net-worth clients according to their SEC filing dated October 30, 2018. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTH MANAGEMENT GROUP, LLC manages $151 million in client assets according to their SEC filing dated October 30, 2018.
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.05%
Average Client Assets: $1.3 million
Total Client Accounts: 723
Discretionary Accounts: 723
Regulatory Filings
CRD Number: 158077
Filing ID: 1248719
Last Filing Date: 2018-10-30 12:24:00