PCIM REALTY ADVISORS, LLC
Addison, TX
AUM
$1.22B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-866-7577
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
14 advisers found
FOUNDATION ENERGY MANAGEMENT
Addison, TX
AUM
$270.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-707-2500
REDWOOD FAMILY WEALTH LLC
Addison, TX
AUM
$258.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
469-965-4001
AUM
$228.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-363-6920
PROVIDENT FINANCIAL PLANNING, LLC
Addison, TX
AUM
$174.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
888-752-6234
FOCUS 401 (K) GROUP, LLC
Addison, TX
AUM
$169.9M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
214-373-4113
PHOENIX CAPITAL REALTY ADVISORS, LLC
Addison, TX
AUM
$155.8M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
972-866-7577
DEWITT AND DUNN FINANCIAL SERVICES, LLC
Addison, TX
AUM
$35.6M
Trusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
972-473-4700
PRUDENT MONEY FINANCIAL SERVICES
Addison, TX
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
972-386-0384
TRADESPRO LLC
Addison, TX
AUM
$158K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
(972) 338-5294
PRIME SENTRY WEALTH MANAGEMENT LLC
Addison, TX
AUM
$51K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
214-280-3284
FAMILY FREEDOM WEALTH MANAGEMENT, LLC
Addison, TX
AUM
$2K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
972-931-9730
PRIVATE EQUITY FINANCIAL ADVISORS, INC.
Addison, TX
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
972-453-1628
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