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Home > Retirement Planners > texas > richardson > BLAND GARVEY WEALTH ADVISORS, LLC
BLAND GARVEY WEALTH ADVISORS, LLC
2600 North Central Expressway
Suite 550
Richardson, Texas 75080
Tel: 972-231-2503
About BLAND GARVEY WEALTH ADVISORS, LLC
BLAND GARVEY WEALTH ADVISORS, LLC, formally registered with the SEC as BLAND GARVEY WEALTH ADVISORS, LLC. The firm was established in 06/30/2009. They have over 1 offices throughout the country.
BLAND GARVEY WEALTH ADVISORS, LLC is a Richardson, Texas based Financial Planning firm with nearly $184,212,087 assets under management, offering retirement planning & investment advisory services to 325 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140066 |
| SEC# | 801-70358 |
| Assets Managed by Firm | $184,212,087 |
| No. of Clients | 325 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 325 | $184,212,087 |
| Individuals (other than high net worth individuals) | 50 | $15,555,450 |
| High net worth individuals | 54 | $157,041,133 |
| Pension and profit sharing plans | 8 | $7,305,727 |
| Charitable organizations | Fewer than 5 clients | $3,812,827 |
| Corporations or other businesses | Fewer than 5 clients | $496,950 |
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