DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > texas > richardson
STRATEGIC WEALTH PLANNING
Tel: 214-727-6000
2929 North Central Expressway Suite 200
Richardson, Texas 75080
STRATEGIC WEALTH PLANNING
STRATEGIC WEALTH PLANNING is a Richardson, Texas based financial advisory firm with nearly $164,440,000 in assets under management and provides investment advisory services for 640 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (ESTATE PLANNING & MANAGEMENT SERVICES; BUSINESS PLANNING & MANAGEMENT SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
149134
SEC#:
801-69852
No. of Clients:
640
Assets under Management
$164,440,000
No. of Advisors:
7
More Financial Advisory Firms in Richardson, Texas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 106482 | 1166 |
| VICTORY CAPITAL MANAGEMENT INC. | 106189 | 481 |
| TPG GLOBAL ADVISORS, LLC | 159732 | 1036 |
| NB ALTERNATIVES ADVISERS LLC | 149822 | 319 |
| TPG CAPITAL ADVISORS, LLC | 159738 | 361 |
| SIXTH STREET ADVISERS, LLC | 159014 | 633 |
More Firms in Richardson, Texas >>