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TECTONIC ADVISORS LLC
17 Cowboys Way
Ste 250
Frisco, Texas 75034
Tel: 713-250-4200
About TECTONIC ADVISORS LLC
TECTONIC ADVISORS LLC, formally registered with the SEC as TECTONIC ADVISORS LLC. The firm was established in 04/21/2006. They have over 2 offices throughout the country.
TECTONIC ADVISORS LLC is a Frisco, Texas based Financial Planning firm with nearly $2,638,413,654 assets under management, offering retirement planning & investment advisory services to 5751 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 139713 |
| SEC# | 801-66385 |
| Assets Managed by Firm | $2,638,413,654 |
| No. of Clients | 5751 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5751 | $2,638,413,654 |
| Individuals (other than high net worth individuals) | 1346 | $302,095,031 |
| High net worth individuals | 291 | $803,201,136 |
| Pension and profit sharing plans | 100 | $55,615,800 |
| Charitable organizations | 3 | $3,160,170 |
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