Bollinger Wealth Management LLC

Bollinger Wealth Management LLC (CRD# 292344) is a financial advisory firm headquartered in , . They manage $11,605,694 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://bollingerwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $207,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Bollinger Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Bollinger, financial advisor Plano TX
Michael Bollinger
CRD#: 6904295
Plano, TX

Michael Bollinger (CRD# 6904295) is an Investment Advisor Representative working at Bollinger Wealth Management LLC in Plano, TX and has over 6 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.

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