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ONE WAY HOLDINGS LLC
ONE WAY HOLDINGS LLC
GDS WEALTH MANAGEMENT
FLOWER MOUND, Texas
·
3 registered advisors
·
CRD# 315934
SEC# 801-122391
0
469-212-8072
01
Firm Overview
AUM
$892M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ONE WAY HOLDINGS LLC
3 registered advisors
Erica Lynn Dore
FLOWER MOUND, Texas
CRD# 4808086
Glen David Smith
FLOWER MOUND, Texas
CRD# 4801922
Robert Lawrence Casey
FLOWER MOUND, Texas
CRD# 5721668
05
Office Locations
FLOWER MOUND, Texas
3 advisors
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Data sourced from SEC Form ADV filings. ONE WAY HOLDINGS LLC (CRD# 315934) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.