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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