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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $95,935
Compensation Options
  • 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
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Family Business Office, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Wayne A. Peterson
CRD#: 1728731
Denton, TX
93
Wealthminder
score

Wayne Peterson (CRD# 1728731) is an Investment Advisor Representative working at Family Business Office, Inc. in Denton, TX and has over 27 years of experience in the finance industry.

2
Dezann Korbuly
CRD#: 6421491
Colleyville, TX
88
Wealthminder
score

Dezann Korbuly (CRD# 6421491) is an Investment Advisor Representative working at Family Business Office, Inc. in Colleyville, TX and has 1 year of experience in the finance industry.

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