Fsw Advisory Services Inc.

Fsw Advisory Services Inc. (CRD# 148818) is a financial advisory firm headquartered in Dallas, TX. They manage $12,642,959 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,528,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MA, TX

Financial Advisors at Fsw Advisory Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Chalo Balandran
CRD#: 4574583
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Chalo Balandran (CRD# 4574583) is an Investment Advisor Representative working at Fsw Advisory Services Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

2
Brian L. Whitworth
CRD#: 4804381
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Brian Whitworth (CRD# 4804381) is an Investment Advisor Representative working at Fsw Advisory Services Inc. in Dallas, TX and has over 12 years of experience in the finance industry.

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