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SFMG WEALTH ADVISORS
3960 Dallas Parkway
Suite 400
Plano, Texas 75093
Tel: 972-960-6460
About SFMG WEALTH ADVISORS
SFMG WEALTH ADVISORS, formally registered with the SEC as SFMG WEALTH ADVISORS. The firm was established in 08/11/1993. They have over 1 offices throughout the country.
SFMG WEALTH ADVISORS is a Plano, Texas based Financial Planning firm with nearly $2,248,716,764 assets under management, offering retirement planning & investment advisory services to 3834 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107548 |
| SEC# | 801-44699 |
| Assets Managed by Firm | $2,248,716,764 |
| No. of Clients | 3834 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3834 | $2,248,716,764 |
| Individuals (other than high net worth individuals) | 465 | $354,201,829 |
| High net worth individuals | 417 | $1,891,792,357 |
| Charitable organizations | 2 | $1,441,611 |
| Corporations or other businesses | 2 | $1,280,967 |
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