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Home > Retirement Planners > texas > conroe > WOOTTON FINANCIAL GROUP INC
WOOTTON FINANCIAL GROUP INC
Commonwealth Centre
2040 North Loop 336 W, Suite 125
Conroe, Texas 77304
Tel: 936-449-5952
About WOOTTON FINANCIAL GROUP INC
WOOTTON FINANCIAL GROUP INC, formally registered with the SEC as WOOTTON FINANCIAL GROUP INC. The firm was established in 04/22/2016. They have over 1 offices throughout the country.
WOOTTON FINANCIAL GROUP INC is a Conroe, Texas based Financial Planning firm with nearly $135,311,509 assets under management, offering retirement planning & investment advisory services to 717 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114641 |
| SEC# | 801-107732 |
| Assets Managed by Firm | $135,311,509 |
| No. of Clients | 717 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 717 | $135,311,509 |
| Individuals (other than high net worth individuals) | 282 | $74,519,780 |
| High net worth individuals | 29 | $49,357,593 |
| Corporations or other businesses | 7 | $11,434,136 |
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