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Home > Retirement Planners > texas > bellville > M.C. BYRD WEALTH MANAGEMENT, LLC
M.C. BYRD WEALTH MANAGEMENT, LLC
18 N. Harris Street
Bellville, Texas 77418
Tel: 979-865-0660
About M.C. BYRD WEALTH MANAGEMENT, LLC
MC BYRD WEALTH MANAGEMENT, LLC, formally registered with the SEC as MC BYRD WEALTH MANAGEMENT, LLC. The firm was established in 02/18/2015. They have over 1 offices throughout the country.
M.C. BYRD WEALTH MANAGEMENT, LLC is a Bellville, Texas based Financial Planning firm with nearly $261,947,996 assets under management, offering retirement planning & investment advisory services to 955 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151070 |
| SEC# | 801-80970 |
| Assets Managed by Firm | $261,947,996 |
| No. of Clients | 955 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 955 | $261,947,996 |
| Individuals (other than high net worth individuals) | 495 | $103,832,803 |
| High net worth individuals | 46 | $99,298,846 |
| Pension and profit sharing plans | 17 | $51,329,202 |
| Corporations or other businesses | 7 | $7,487,145 |
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