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FBS SECURITIES

FRISCO BUSINESS SOLUTIONS GROUP INC

CRD 326538

Visit website

3900 S STONEBRIDGE DR, SUITE 1104, MCKINNEY, TX, 75070, United States

Phone

(214) 307-4320

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$45.3M

Discretionary AUM

$45.3M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-29

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals79$14.8M
High net worth individuals18$26.7M
Pension/profit sharing plans12$3.0M
Charitable organizations1$422K
Corporations/business entities1$397K

All web addresses on file

Official SEC filing: View on IAPD