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Find Retirement Advisors for Retirement Planning in Corpus Christi, Texas

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 1 Retirement Planning firms in Corpus Christi, Texas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DAVIDSON CAPITAL MANAGEMENT, INC
5350 South Staples, Suite 434,
Corpus Christi, TX, 78411
$401,186,3078114
A Percentage of AUM

Information on Top Retirement Planning firms in Corpus Christi, Texas

QualificationsFirm CRD# 112232

Assets Under Management $401,186,307

No. Of Clients811

Clients Per Financial Advisor203

DAVIDSON CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Corpus Christi, Texas. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
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