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Home > Retirement Planners > texas > lubbock > FAMILY DYNASTY ADVISORS LLC
FAMILY DYNASTY ADVISORS LLC
4601 S. Loop 289 Suite 7
Lubbock, Texas 79424
Tel: 806-993-7023
About FAMILY DYNASTY ADVISORS LLC
FAMILY DYNASTY ADVISORS LLC, formally registered with the SEC as FAMILY DYNASTY ADVISORS LLC. The firm was established in 03/20/2023. They have over 1 offices throughout the country.
FAMILY DYNASTY ADVISORS LLC is a Lubbock, Texas based Financial Planning firm with nearly $48,121,909 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297082 |
| SEC# | 801-127497 |
| Assets Managed by Firm | $48,121,909 |
| No. of Clients | 140 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 140 | $48,121,909 |
| Individuals (other than high net worth individuals) | 51 | $8,450,722 |
| High net worth individuals | 10 | $38,733,445 |
| Pension and profit sharing plans | 3 | $937,742 |
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