3200 Mockingbird Lane
Building 7, Suite 204
Midland, Texas 79705
Tel: 432-282-0251
EIGHT 31 FINANCIAL, LLC, formally registered with the SEC as EIGHT 31 FINANCIAL, LLC. The firm was established in 08/28/2023. They have over 1 offices throughout the country.
EIGHT 31 FINANCIAL, LLC is a Midland, Texas based Financial Planning firm with nearly $350,541,657 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327632 |
| SEC# | 801-128608 |
| Assets Managed by Firm | $350,541,657 |
| No. of Clients | 60 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $350,541,657 |
| High net worth individuals | 60 | $350,541,657 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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