165 S. Kimball Avenue
Southlake, Texas 76092
Tel: 214-233-6059
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 $151,000,000 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 300362 |
SEC# | 801-127377 |
Assets Managed by Firm | $151,000,000 |
No. of Clients | 732 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 732 | $151,000,000 |
Individuals (other than high net worth individuals) | 260 | $101,000,000 |
High net worth individuals | 111 | $50,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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