CFO4LIFE
Coppell, TX
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
214-637-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX, COPPELL
4 advisers found
OPTIMUS CAPITAL ADVISORS, LLC
Coppell, TX
AUM
$264.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-745-7704
COLLECTIVE WEALTH ADVISORS LLC
Coppell, TX
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
214-427-1427
RANCHWOOD CAPITAL MANAGEMENT
Coppell, TX
AUM
$930K
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9034503598
Full profileNo website