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BANNERMAN WEALTH MANAGEMENT GROUP, LLC
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
BANNERMAN WEALTH
LEWISVILLE, Texas
·
1 registered advisor
·
CRD# 284677
SEC# 801-117777
3
(214) 919-4448
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BANNERMAN WEALTH MANAGEMENT GROUP, LLC
1 registered advisor
Joshua Kenneth Bannerman
LEWISVILLE, Texas
CRD# 3263257
05
Office Locations
LEWISVILLE, Texas
1 advisor
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Data sourced from SEC Form ADV filings. BANNERMAN WEALTH MANAGEMENT GROUP, LLC (CRD# 284677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.