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FULLCIRCLE WEALTH LLC
15660 North Dallas Parkway
Suite 910
Dallas, Texas 75248
Tel: 972-480-6200
About FULLCIRCLE WEALTH LLC
FULLCIRCLE WEALTH LLC, formally registered with the SEC as FULLCIRCLE WEALTH LLC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.
FULLCIRCLE WEALTH LLC is a Dallas, Texas based Financial Planning firm with nearly $310,551,631 assets under management, offering retirement planning & investment advisory services to 1132 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166695 |
| SEC# | 801-121913 |
| Assets Managed by Firm | $310,551,631 |
| No. of Clients | 1132 |
| No. of Advisors | 7 |
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 | 1132 | $310,551,631 |
| Individuals (other than high net worth individuals) | 146 | $40,173,889 |
| High net worth individuals | 101 | $263,190,075 |
| Corporations or other businesses | 2 | $4,074,667 |
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