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Home > Retirement Planners > texas > southlake > OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC
280 Miron Drive
Southlake, Texas 76092
Tel: 214-233-6059
About OPENAIR FINANCIAL, LLC
OPENAIR FINANCIAL, LLC, formally registered with the SEC as OPENAIR FINANCIAL, LLC. The firm was established in 02/24/2023. They have over 6 offices throughout the country.
OPENAIR FINANCIAL, LLC is a Southlake, Texas based Financial Planning firm with nearly $280,800,000 assets under management, offering retirement planning & investment advisory services to 1024 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300362 |
| SEC# | 801-127377 |
| Assets Managed by Firm | $280,800,000 |
| No. of Clients | 1024 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1024 | $280,800,000 |
| Individuals (other than high net worth individuals) | 925 | $205,300,000 |
| High net worth individuals | 115 | $75,500,000 |
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