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FAMILYWEALTH ASSET MANAGEMENT
Tel: 214-624-1185
1601 Elm Street, Suite 4310
Dallas, Texas 75201
FAMILYWEALTH ASSET MANAGEMENT
FAMILYWEALTH ASSET MANAGEMENT is a Dallas, Texas based financial advisory firm with nearly $175,053,545 in assets under management and provides investment advisory services for 715 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters , Other (PORTFOLIO CONSTRUCTION STRATEGIES PROVIDED TO OTHER RIAS)
Fee Structure:
A percentage of AUM, Subscription fees, Other (A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMEN
Firm CRD#:
147869
SEC#:
801-69660
No. of Clients:
715
Assets under Management
$175,053,545
No. of Advisors:
4
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