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Mark Filardi

TYCHE WEALTH PARTNERS LLC·PLANO, Texas
Unclaimed Profile
5700 GRANITE PARKWAY, PLANO, TX 75024CRD# 1698476Firm CRD# 326006
01

About

Mark Filardi is a registered financial advisor based in PLANO, Texas, affiliated with TYCHE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TYCHE WEALTH PARTNERS LLC
ASTRA WEALTH MANAGEMENT GROUP
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at TYCHE WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1698476
Firm CRD# 326006
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Filardi offer?
Mark Filardi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Mark Filardi's credentials?
Mark Filardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Filardi located?
Mark Filardi is based in PLANO, Texas, working with TYCHE WEALTH PARTNERS LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Mark Filardi charge for services?
Mark Filardi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TYCHE WEALTH PARTNERS LLC?
TYCHE WEALTH PARTNERS LLC has approximately 16 employees and manages $1.1B 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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