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CONSILIUM WEALTH ADVISORY, LLC
CONSILIUM WEALTH ADVISORY, LLC
RICHARDSON, Texas
·
1 registered advisor
·
CRD# 164993
SEC# 801-120593
1
214-299-5114
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CONSILIUM WEALTH ADVISORY, LLC
1 registered advisor
Cliff Alan Demarest
RICHARDSON, Texas
CRD# 4603776
05
Office Locations
RICHARDSON, Texas
1 advisor
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Data sourced from SEC Form ADV filings. CONSILIUM WEALTH ADVISORY, LLC (CRD# 164993) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.