EXPAND FINANCIAL GROUP, LLC

BURLESON, Texas·1 registered advisor·CRD# 293160
SEC# 801-1128332916-521-5451
01

Firm Overview

AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXPAND FINANCIAL GROUP, LLC

1 registered advisor
David Jay Bennett
BURLESON, Texas
05

Office Locations

BURLESON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. EXPAND FINANCIAL GROUP, LLC (CRD# 293160) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.