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FINANCIAL ADVANTAGE
MCMULLEN FINANCIAL
CRD 127273
2366 S. UECKER LANE, ST 100, LEWISVILLE, TX, 75067, United States
Phone
214-336-8038
Fax
NONE
Registration
— (—)
Source
State registered
Total AUM
$22.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2023-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.4M |
| High net worth individuals | 8 | $16.7M |
Official SEC filing: View on IAPD