Family Business Office, Inc.
Family Business Office, Inc. (CRD# 114621) is a financial advisory firm headquartered in Lake Dallas, TX. They manage $11,800,000 in 123 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts123ACCOUNTS
Average Account Value$95,935
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Wayne Peterson (CRD# 1728731) is an Investment Advisor Representative working at Family Business Office, Inc. in Denton, TX and has over 28 years of experience in the finance industry.
Dezann Korbuly (CRD# 6421491) is an Investment Advisor Representative working at Family Business Office, Inc. in Colleyville, TX and has over 3 years of experience in the finance industry.