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SPRINGWOOD FINANCIAL ADVISORS
KLE CONSULTING, LLC
CRD 131190
4100 SPRING VALLEY ROAD, SUITE 657, DALLAS, TX, 75244, United States
Phone
972-386-5444
Fax
214-292-9377
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$18.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingACCOUNTING/TAX SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD