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FLOYD CAPITAL MANAGEMENT
6004 Summerfield Dr, Ste A
Texarkana, Texas 75503
Tel: 903-794-2704
About FLOYD CAPITAL MANAGEMENT
FLOYD CAPITAL MANAGEMENT, formally registered with the SEC as FLOYD CAPITAL MANAGEMENT. The firm was established in 08/31/2001. They have over 1 offices throughout the country.
FLOYD CAPITAL MANAGEMENT is a Texarkana, Texas based Financial Planning firm with nearly $204,586,879 assets under management, offering retirement planning & investment advisory services to 267 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111576 |
| SEC# | 801-60539 |
| Assets Managed by Firm | $204,586,879 |
| No. of Clients | 267 |
| No. of Advisors | 4 |
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 | 267 | $204,586,879 |
| Individuals (other than high net worth individuals) | 19 | $802,605 |
| High net worth individuals | 224 | $170,931,684 |
| Pension and profit sharing plans | 6 | $1,358,208 |
| Charitable organizations | 2 | $2,937,893 |
| Corporations or other businesses | 16 | $28,556,489 |
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