Southern Wealth Management LLP
Southern Wealth Management LLP (CRD# 134714) is a financial advisory firm headquartered in Dallas, TX. They manage $2,336,901,919 in 2,061 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Southern Wealth Management LLP
By the Numbers
-
Total Assets Under Management2,337MILLION
-
Total Number of Accounts2,061ACCOUNTS
-
Average Account Value$1,133,868
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, LA, OH, OK, TX
Financial Advisors at Southern Wealth Management LLP
No Advisor Found.
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