Texas Family Wealth, LLC
Texas Family Wealth, LLC (CRD# 327332) is a financial advisory firm headquartered in Friendswood, TX. They manage $215,000,000 in 992 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management215MILLION
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Total Number of Accounts992ACCOUNTS
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Average Account Value$216,734
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
- Pension consulting services
- 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.
TX
Financial Advisors at Texas Family Wealth, LLC
1
Sally Branson (CRD# 4147887) is an Investment Advisor Representative working at Texas Family Wealth, LLC in Friendswood, TX and has over 23 years of experience in the finance industry.
2
Harris Hanson (CRD# 5173970) is an Investment Advisor Representative working at Texas Family Wealth, LLC in Friendswood, TX and has over 17 years of experience in the finance industry.
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