VOGEL FINANCIAL ADVISORS, LLC

RICHARDSON, Texas·4 registered advisors·CRD# 114219
SEC# 801-632190214-346-5880
01

Firm Overview

AUM
$413M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VOGEL FINANCIAL ADVISORS, LLC

4 registered advisors
Bernard William Raden
DALLAS, Texas
Douglas Charles Koval
DALLAS, Texas
Mark Joel Kaman
DALLAS, Texas
Michael Wayne Busch
RICHARDSON, Texas
CFP
05

Office Locations

DALLAS, Texas
3 advisors
RICHARDSON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. VOGEL FINANCIAL ADVISORS, LLC (CRD# 114219) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.