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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 3 offices throughout the country.
ASTRA WEALTH MANAGEMENT GROUP is a Plano, Texas based Financial Planning firm with nearly $1,302,943,135 assets under management, offering retirement planning & investment advisory services to 2928 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326006 |
| SEC# | 801-127984 |
| Assets Managed by Firm | $1,302,943,135 |
| No. of Clients | 2928 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2928 | $1,302,943,135 |
| Individuals (other than high net worth individuals) | 574 | $216,389,606 |
| High net worth individuals | 317 | $1,086,553,529 |
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