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Susan Renee Demarest

CONSILIUM WEALTH ADVISORY, LLC·RICHARDSON, Texas
Unclaimed Profile
3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 6061791Firm CRD# 164993
01

About

Susan Renee 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# 6061791
Firm CRD# 164993
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Renee Demarest offer?
Susan Renee Demarest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Susan Renee Demarest's credentials?
Susan Renee Demarest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Renee Demarest located?
Susan Renee 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 Susan Renee Demarest charge for services?
Susan Renee 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)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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