ST. JAMES INVESTMENT COMPANY, LLC
Southlake, TX
AUM
$660.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
214-484-7250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in TX, SOUTHLAKE
10 advisers found
MILLS WEALTH ADVISORS, LLC
Southlake, TX
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
817-416-7300
TRINITY PORTFOLIO ADVISORS, LLC
Southlake, TX
AUM
$530.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
817-416-7227
PLANGUIDE FINANCIAL
Southlake, TX
AUM
$277.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
775-379-9729
SOLUTIONS 4 WEALTH
Southlake, TX
AUM
$189.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
817-934-7010
PRO CAPITAL LLC
Southlake, TX
AUM
$64.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
817-912-1223
ASPEN CREEK WEALTH MANAGEMENT, LLC
Southlake, TX
AUM
$38.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
817-400-9905
ARCON WEALTH MANAGEMENT
Southlake, TX
AUM
$33.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
817-224-2224
HOOVER CAPITAL MANAGEMENT, LLC
Southlake, TX
AUM
$8.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8172593100
BOW STREAM INVESTMENTS LLC
Southlake, TX
AUM
$10.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-535-9721
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