Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > frisco > TECTONIC ADVISORS LLC
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 $3,602,257,580 assets under management, offering retirement planning & investment advisory services to 6832 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 | $3,602,257,580 |
| No. of Clients | 6832 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (RESEARCH AND DUE DILIGENCE FOR OTHER INVESTMENT ADVISORS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6832 | $3,602,257,580 |
| Individuals (other than high net worth individuals) | 1370 | $348,643,043 |
| High net worth individuals | 450 | $1,374,661,575 |
| Pension and profit sharing plans | 127 | $74,071,336 |
| Charitable organizations | 3 | $3,453,823 |
More Retirement Planning firms in Frisco, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Frisco, Texas