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OPENAIR FINANCIAL, LLC

CRD 300362 · SEC 801-127377

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280 MIRON DRIVE, SOUTHLAKE, TX, 76092, United States

Phone

214-233-6059

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$318.0M

Discretionary AUM

$318.0M

Team

7 total employees; 7 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals700$103.0M
High net worth individuals160$215.0M

States served

UT, TX

All web addresses on file

Official SEC filing: View on IAPD