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11 FINANCIAL

504 S First St.
Lufkin, Texas 75901
Tel: (936) 899-5629

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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 StatusApproved
Firm CRD#174569
SEC#801-129130
Assets Managed by Firm$12,359,000
No. of Clients128
No. of Advisors6

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 ClientsAUM
Firm Total128$12,359,000
Individuals (other than high net worth individuals)101$5,932,000
High net worth individuals6$4,986,000
Corporations or other businessesFewer than 5 clients$1,441,000

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