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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 $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 |
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