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GENERATIONAL WEALTH ADVISORS
3400 North Central Expressway
Suite 100
Richardson, Texas 75080
Tel: 972-378-1795
About GENERATIONAL WEALTH ADVISORS
GENERATIONAL WEALTH ADVISORS, formally registered with the SEC as GENERATIONAL WEALTH ADVISORS. The firm was established in 03/02/2007. They have over 1 offices throughout the country.
GENERATIONAL WEALTH ADVISORS is a Richardson, Texas based Financial Planning firm with nearly $365,953,508 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135145 |
| SEC# | 801-67609 |
| Assets Managed by Firm | $365,953,508 |
| No. of Clients | 564 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $365,953,508 |
| Individuals (other than high net worth individuals) | 76 | $32,973,292 |
| High net worth individuals | 93 | $247,875,131 |
| Pension and profit sharing plans | 3 | $12,615,460 |
| Charitable organizations | 4 | $10,593,744 |
| Corporations or other businesses | 17 | $61,895,881 |
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