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).
Total Assets Under Management8MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$727,273
- A percentage of assets under your management
- Hourly charges
- 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
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.