MILLS WEALTH ADVISORS, LLC - Financial Advisor in Texas, Southlake

Tel: 817-416-7300 1207 S. White Chapel Blvd Suite 150 Southlake, Texas 76092

About MILLS WEALTH ADVISORS, LLC

MILLS WEALTH ADVISORS, LLC is a Southlake, Texas based financial advisory firm with nearly $346,240,660 in assets under management and provides investment advisory services for 1537 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

159251

Firm SEC#:

801-110251

Assets Under Management:

$346,240,660

No. of Clients:

1537

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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