WHEAT GIVENS FINANCIAL, LLC

MCKINNEY, Texas·1 registered advisor·CRD# 114258
SEC# 801-1219060214-385-2415
01

Firm Overview

AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WHEAT GIVENS FINANCIAL, LLC

1 registered advisor
Phil Dwayne Wheat
MCKINNEY, Texas
05

Office Locations

MCKINNEY, Texas
1 advisor

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Data sourced from SEC Form ADV filings. WHEAT GIVENS FINANCIAL, LLC (CRD# 114258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.