BANNERMAN WEALTH
Tel: (214) 919-4448 2560 King Arthur Blvd Suite 124-46 Lewisville, Texas 75056
About BANNERMAN WEALTH
BANNERMAN WEALTH is a Lewisville, Texas based financial advisory firm with nearly $110,829,105 in assets under management and provides investment advisory services for 584 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
284677
Firm SEC#:
801-117777
Assets Under Management:
$110,829,105
No. of Clients:
584
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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