165 S Kimball Ave
Suite 120
Southlake, Texas 76092
Tel: 682-831-1048
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 $266,809,928 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 167818 |
SEC# | 801-110449 |
Assets Managed by Firm | $266,809,928 |
No. of Clients | 606 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 606 | $266,809,928 |
Individuals (other than high net worth individuals) | 117 | $36,021,929 |
High net worth individuals | 116 | $230,787,999 |
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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