Cpf Texas
Cpf Texas (CRD# 122484) is a financial advisory firm headquartered in Plano, TX. They manage $206,762,777 in 346 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management207MILLION
-
Total Number of Accounts346ACCOUNTS
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Average Account Value$597,580
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, LA, OK, TX
Financial Advisors at Cpf Texas
No Advisor Found.
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