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TL PRIVATE WEALTH
165 S Kimball Ave
Suite 120
Southlake, Texas 76092
Tel: 682-831-1048
About TL PRIVATE WEALTH
TL PRIVATE WEALTH, formally registered with the SEC as TL PRIVATE WEALTH. The firm was established in 04/21/2017. They have over 2 offices throughout the country.
TL PRIVATE WEALTH is a Southlake, Texas based Financial Planning firm with nearly $311,139,891 assets under management, offering retirement planning & investment advisory services to 614 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167818 |
| SEC# | 801-110449 |
| Assets Managed by Firm | $311,139,891 |
| No. of Clients | 614 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 614 | $311,139,891 |
| Individuals (other than high net worth individuals) | 121 | $40,872,043 |
| High net worth individuals | 119 | $270,267,848 |
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