← Back to searchVisit website
ESTES FINANCIAL SERVICES, INC.
CRD 146590
2501 PARKVIEW DRIVE, SUITE 228, FORT WORTH, TX, 76102, United States
Phone
(817) 444-8402
Fax
(817) 444-1351
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.8M
Team
3 total employees; 2 advisory reps; 346 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $1.8M |
| High net worth individuals | 10 | $3.0M |
All web addresses on file
- HTTP://WWW.ESTESFINANCIAL.NET
- HTTPS://TWITTER.COM/ESTESFINANCIAL
- HTTPS://WWW.FACEBOOK.COM/ESTESFINANCIALSERVICES/
- HTTPS://WWW.LINKEDIN.COM/IN/BRIEREYES/
- HTTPS://LINKEDIN.COM/COMPANY/ESTES-FINANCIAL-SERVICES-INC-/
- HTTPS://WWW.LINKEDIN.COM/IN/TIMESTESCFP/
- http://www.thetopgunadvisors.com
- https://thetopgunadvisors.com/
Official SEC filing: View on IAPD