Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC (CRD# 164993) is a financial advisory firm headquartered in Richardson, TX. They manage $263,109,967 in 541 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management263MILLION
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$486,340
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, OR, TX
Nicholas Blankl (CRD# 5665260) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in West Linn, OR and has 1 year of experience in the finance industry.
Cliff Demarest (CRD# 4603776) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has over 11 years of experience in the finance industry.
George Townsend (CRD# 6114451) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has 1 year of experience in the finance industry.
James Demarest (CRD# 7822723) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has 1 year of experience in the finance industry.