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Home > Retirement Planners > texas > spring > THREADGILL FINANCIAL, LLC
THREADGILL FINANCIAL, LLC
1610 Woodstead Court
Suite 194
Spring, Texas 77380
Tel: 713-893-5635
About THREADGILL FINANCIAL, LLC
THREADGILL FINANCIAL, LLC, formally registered with the SEC as THREADGILL FINANCIAL, LLC. The firm was established in 02/22/2018. They have over 2 offices throughout the country.
THREADGILL FINANCIAL, LLC is a Spring, Texas based Financial Planning firm with nearly $283,898,008 assets under management, offering retirement planning & investment advisory services to 879 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 174865 |
| SEC# | 801-112505 |
| Assets Managed by Firm | $283,898,008 |
| No. of Clients | 879 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other($100 FEE FOR EDUCATIONAL WORKSHOPS)
Advisory Services Provided
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 879 | $283,898,008 |
| Individuals (other than high net worth individuals) | 230 | $69,270,000 |
| High net worth individuals | 122 | $214,628,008 |
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