Constant Wealth Management, LLC

Constant Wealth Management, LLC (CRD# 173284) is a financial advisory firm headquartered in Allen, TX. They manage $3,400,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
700 Central Expwy S, Suite 400, Allen, TX 75013
http://www.constantwm.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $55,738
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Constant Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Schaeffer, financial advisor Allen TX
James W. Schaeffer
CRD#: 6547559
Allen, TX

James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 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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