FAMILY DYNASTY ADVISORS LLC

LUBBOCK, Texas·2 registered advisors·CRD# 297082
SEC# 801-1274970806-993-7023
01

Firm Overview

AUM
$42M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at FAMILY DYNASTY ADVISORS LLC

2 registered advisors
Mandi Lynn Applegate
LUBBOCK, Texas
Michael David Caffey
LUBBOCK, Texas
05

Office Locations

LUBBOCK, Texas
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. FAMILY DYNASTY ADVISORS LLC (CRD# 297082) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.