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11 FINANCIAL
504 S First St.
Lufkin, Texas 75901
Tel: (936) 899-5629
About 11 FINANCIAL
11 FINANCIAL, formally registered with the SEC as 11 FINANCIAL. The firm was established in 11/30/2023. They have over 4 offices throughout the country.
11 FINANCIAL is a Lufkin, Texas based Financial Planning firm with nearly $12,359,000 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174569 |
| SEC# | 801-129130 |
| Assets Managed by Firm | $12,359,000 |
| No. of Clients | 128 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 128 | $12,359,000 |
| Individuals (other than high net worth individuals) | 101 | $5,932,000 |
| High net worth individuals | 6 | $4,986,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,441,000 |
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