FAMILYWEALTH ASSET MANAGEMENT

Tel: 214-624-1185 1601 Elm Street, Suite 4310 Dallas, Texas 75201

About FAMILYWEALTH ASSET MANAGEMENT

FAMILYWEALTH ASSET MANAGEMENT is a Dallas, Texas based financial advisory firm with nearly $175,053,545 in assets under management and provides investment advisory services for 715 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

147869

Firm SEC#:

801-69660

Assets Under Management:

$175,053,545

No. of Clients:

715

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Other (PORTFOLIO CONSTRUCTION STRATEGIES PROVIDED TO OTHER RIAS)

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