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Financial Advisor
Texas
Southlake
SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH

Tel: 817-934-7010 566 North Kimball Ave Suite 120 Southlake, Texas 76092

About SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH is a Southlake, Texas based financial advisory firm with nearly $141,888,912 in assets under management and provides investment advisory services for 546 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

143248

Firm SEC#:

801-121358

Assets Under Management:

$141,888,912

No. of Clients:

546

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

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