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ONYX WEALTH ADVISORS, INC.
ONYX WEALTH ADVISORS, INC.
DALLAS, Texas
·
5 registered advisors
·
CRD# 119558
SEC# 801-64117
972-267-8181
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ONYX WEALTH ADVISORS, INC.
5 registered advisors
Benjamin Herschel Dean
DALLAS, Texas
CRD# 1985201
Brian Paul Koepp
DALLAS, Texas
CRD# 2915016
Deanna Jane Carroll
DALLAS, Texas
CRD# 3086842
James Bradley Carroll
DALLAS, Texas
CRD# 5683655
John William Mahoney
DALLAS, Texas
CRD# 4770609
05
Office Locations
DALLAS, Texas
5 advisors
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Data sourced from SEC Form ADV filings. ONYX WEALTH ADVISORS, INC. (CRD# 119558) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.