Arcon Wealth Management
Arcon Wealth Management (CRD# 144137) is a financial advisory firm headquartered in Southlake, TX. They manage $30,265,285 in 66 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$458,565
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Arcon Wealth Management
1
Matthew McKinney (CRD# 4238725) is an Investment Advisor Representative working at Arcon Wealth Management in Southlake, TX and has over 23 years of experience in the finance industry.
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