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% of assets managed in Irving, TX

4 advisers in Irving offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Cottonwood Capital Advisors105 Decker Court Suite 730 · Irving, TX 75062 · (972) 573-4030 · Financial planningCRD 322366 · % of assets, Fixed fees, Performance-based fees · $347.3 million AUMSEC registeredNo commissions reported Empowerment Financial Advisors LLC5215 N O'Connor Blvd, Floor 12, Office 12-119 · Irving, TX 75039 · (469) 660-5332 · Financial planningCRD 314497 · % of assets, Hourly charges · $9.3 million AUMState registeredNo commissions reported Sequoia Private Wealth Management, LLC8951 Cypress Waters Blvd, Ste 160 · Irving, TX 75019 · (214) 673-9938 · % of assets managedCRD 174527 · % of assets · $46.6 million AUMState registeredNo commissions reported United Capital Financial Advisors125 E John Carpenter Frwy, Suite 1300 · Irving, TX 75062 · (972) 822-2055 · Financial planningCRD 134600 · % of assets, Hourly charges, Fixed fees · $24.6 billion AUMSEC registeredNo commissions reported