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Generational Wealth Advisors

Tel: 972-378-1795
3400 North Central Expressway
Suite 100
Richardson, Texas  75080

About Generational Wealth Advisors

Generational Wealth Advisors is a Richardson, Texas based financial advisory firm with nearly $283,387,911 in assets under management and provides investment advisory services for 565 clients. There are currently 18 financial advisors at the firm.


General Information

Firm CRD#:   135145
SEC#:   801-67609
Assets under Management:   $283,387,911
No. of Clients:   565
No. of Advisors:   18
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees

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