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Joshua Kenneth Bannerman

BANNERMAN WEALTH MANAGEMENT GROUP, LLC·LEWISVILLE, Texas
Unclaimed Profile
2560 KING ARTHUR BLVD, LEWISVILLE, TX 75056CRD# 3263257Firm CRD# 284677
01

About

Joshua Kenneth Bannerman is a registered financial advisor based in LEWISVILLE, Texas, affiliated with BANNERMAN WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
BANNERMAN WEALTH
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BANNERMAN WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3263257
Firm CRD# 284677
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Kenneth Bannerman offer?
Joshua Kenneth Bannerman specializes in Financial Planning, Investment Management. Contact their office in LEWISVILLE, Texas for a consultation.
What are Joshua Kenneth Bannerman's credentials?
Joshua Kenneth Bannerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Kenneth Bannerman located?
Joshua Kenneth Bannerman is based in LEWISVILLE, Texas, working with BANNERMAN WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the LEWISVILLE metropolitan area and surrounding communities.
How does Joshua Kenneth Bannerman charge for services?
Joshua Kenneth Bannerman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANNERMAN WEALTH MANAGEMENT GROUP, LLC?
BANNERMAN WEALTH MANAGEMENT GROUP, LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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