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ASTRA WEALTH MANAGEMENT GROUP
5700 Granite Parkway
Suite 330
Plano, Texas 75024
Tel: 972-464-1571
About ASTRA WEALTH MANAGEMENT GROUP
ASTRA WEALTH MANAGEMENT GROUP, formally registered with the SEC as ASTRA WEALTH MANAGEMENT GROUP. The firm was established in 05/15/2023. They have over 1 offices throughout the country.
ASTRA WEALTH MANAGEMENT GROUP is a Plano, Texas based Financial Planning firm with nearly $1,069,000,000 assets under management, offering retirement planning & investment advisory services to 2257 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 326006 |
| SEC# | 801-127984 |
| Assets Managed by Firm | $1,069,000,000 |
| No. of Clients | 2257 |
| No. of Advisors | 18 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2257 | $1,069,000,000 |
| Individuals (other than high net worth individuals) | 545 | $175,000,000 |
| High net worth individuals | 257 | $891,100,000 |
| Charitable organizations | 2 | $2,100,000 |
| Corporations or other businesses | 4 | $800,000 |
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