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Cliff Alan Demarest

CONSILIUM WEALTH ADVISORY, LLC·RICHARDSON, Texas
Unclaimed Profile
3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 4603776Firm CRD# 164993
01

About

Cliff Alan Demarest is a registered financial advisor based in RICHARDSON, Texas, affiliated with CONSILIUM WEALTH ADVISORY, 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
CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
AUM
$263M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CONSILIUM WEALTH ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4603776
Firm CRD# 164993
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cliff Alan Demarest offer?
Cliff Alan Demarest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Cliff Alan Demarest's credentials?
Cliff Alan Demarest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cliff Alan Demarest located?
Cliff Alan Demarest is based in RICHARDSON, Texas, working with CONSILIUM WEALTH ADVISORY, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Cliff Alan Demarest charge for services?
Cliff Alan Demarest'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 CONSILIUM WEALTH ADVISORY, LLC?
CONSILIUM WEALTH ADVISORY, LLC has approximately 5 employees and manages $263M 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)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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