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11 FINANCIAL

Tel: (936) 899-5629
504 S First St.
Lufkin, Texas  75901

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11 FINANCIAL

11 FINANCIAL is a Lufkin, Texas based financial advisory firm with nearly $12,359,000 in assets under management and provides investment advisory services for 128 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

174569

SEC#:

801-129130

No. of Clients:

128

Assets under Management

$12,359,000

No. of Advisors:

6

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