Krishna Wealth Planning

Krishna Wealth Planning (CRD# 304613) is a financial advisory firm headquartered in Mckinney, TX. They manage $20,012,105 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5900 S Lake Forest Dr, Ste 300, Mckinney, TX 75070
https://krishnawealth.com/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $152,764
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Krishna Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Neil Krishnaswamy, financial advisor Mckinney TX
Neil Krishnaswamy
CRD#: 5983812
5900 S Lake Forest Dr, Ste 300, Mckinney, TX 75070

Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Krishna Wealth Planning in Mckinney, TX and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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