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BRAZOS WEALTH ADVISORS LLC
BRAZOS WEALTH ADVISORS LLC
IOWA PARK, Texas
·
2 registered advisors
·
CRD# 323508
SEC# 801-130548
1
940-923-5482
01
Firm Overview
AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BRAZOS WEALTH ADVISORS LLC
2 registered advisors
Derek William Dansby
IOWA PARK, Texas
CRD# 5265329
Robert Wesley Shannon
IOWA PARK, Texas
CRD# 1673397
05
Office Locations
IOWA PARK, Texas
2 advisors
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Data sourced from SEC Form ADV filings. BRAZOS WEALTH ADVISORS LLC (CRD# 323508) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.