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S&S WEALTH MANAGEMENT
2505 N. Highway 360
Suite 490
Grand Prairie, Texas 75050-7825
Tel: 817-276-8090
About S&S WEALTH MANAGEMENT
S&S WEALTH MANAGEMENT, formally registered with the SEC as S&S WEALTH MANAGEMENT. The firm was established in 08/03/2022. They have over 1 offices throughout the country.
S&S WEALTH MANAGEMENT is a Grand Prairie, Texas based Financial Planning firm with nearly $126,942,981 assets under management, offering retirement planning & investment advisory services to 798 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130652 |
| SEC# | 801-126309 |
| Assets Managed by Firm | $126,942,981 |
| No. of Clients | 798 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (PERSONAL MONEY MANAGEMENT COUNSELING/FINANCIAL ANALYSIS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 798 | $126,942,981 |
| Individuals (other than high net worth individuals) | 280 | $70,379,853 |
| High net worth individuals | 35 | $56,563,128 |
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