Generational Wealth Advisors
Generational Wealth Advisors (CRD# 135145) is a financial advisory firm headquartered in Richardson, TX. They manage $365,953,508 in 564 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management366MILLION
-
Total Number of Accounts564ACCOUNTS
-
Average Account Value$648,854
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, LA, MI, NC, NY, TX
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.