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EIGHT 31 FINANCIAL, LLC

3200 Mockingbird Lane
Building 7, Suite 204
Midland, Texas 79705
Tel: 432-282-0251

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About EIGHT 31 FINANCIAL, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#327632
SEC#801-128608
Assets Managed by Firm$350,541,657
No. of Clients60
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total60$350,541,657
High net worth individuals60$350,541,657

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