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OPENAIR FINANCIAL, LLC

165 S. Kimball Avenue
Southlake, Texas 76092
Tel: 214-233-6059

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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 $151,000,000 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300362
SEC#801-127377
Assets Managed by Firm$151,000,000
No. of Clients732
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total732$151,000,000
Individuals (other than high net worth individuals)260$101,000,000
High net worth individuals111$50,000,000

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