B-29 ADVISORS, LLC

ADDISON, Texas·7 registered advisors·CRD# 292096
SEC# 801-1140450(940) 612-5341
01

Firm Overview

AUM
$348M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at B-29 ADVISORS, LLC

7 registered advisors
J. Christopher Floyd
DALLAS, Texas
John Schmitz
ADDISON, Texas
Jonathan Knox Wilfong
ADDISON, Texas
Kelly Bub Smith
ADDISON, Texas
Kevin Michael Palma
ADDISON, Texas
Ryan Walker Davidson
ADDISON, Texas
Steve Schmitz
DALLAS, Texas
05

Office Locations

ADDISON, Texas
5 advisors
DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. B-29 ADVISORS, LLC (CRD# 292096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.