Advisor Logistics, LLC

Advisor Logistics, LLC (CRD# 292784) is a financial advisory firm headquartered in Boerne, TX. They manage $3,206,816,745 in 11,592 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1415 E Blanco Rd, Suite 8, Boerne, TX 78006
https://advisorlogistics.com/
By the Numbers
  • Total Assets Under Management
    3,207
    MILLION
  • Total Number of Accounts
    11,592
    ACCOUNTS
  • Average Account Value
    $276,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Advisor Logistics, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett Wheeler, financial advisor Boerne TX
Brett O. Wheeler
CRD#: 5472903
1415 E Blanco Rd, Suite 8, Boerne, TX 78006

Brett Wheeler (CRD# 5472903) is an Investment Advisor Representative working at Advisor Logistics, LLC in Boerne, TX and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals