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THREADGILL FINANCIAL, LLC
2170 Buckthorne Place
Suite 260
The Woodlands, 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 The Woodlands, Texas based Financial Planning firm with nearly $376,136,246 assets under management, offering retirement planning & investment advisory services to 870 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 | $376,136,246 |
| No. of Clients | 870 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 870 | $376,136,246 |
| Individuals (other than high net worth individuals) | 221 | $80,274,689 |
| High net worth individuals | 141 | $295,861,557 |
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