Southlake Capital Advisors, Inc.

Southlake Capital Advisors, Inc. (CRD# 115366) is a financial advisory firm headquartered in Southlake, TX. They manage $8,000,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $727,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

FL, TX

Financial Advisors at Southlake Capital Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard L. Sandow
CRD#: 410403
1750 Sleepy Hollow Trail, Southlake, TX 76092
73
Wealthminder
score

Richard Sandow (CRD# 410403) is an Investment Advisor Representative working at Southlake Capital Advisors, Inc. in Southlake, TX and has over 24 years of experience in the finance industry.

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