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WISDOM INDEX ADVISORS, LLC
WISDOM INDEX ADVISORS, LLC
WISDOM INDEX ADVISORS
PROSPER, Texas
·
1 registered advisor
·
CRD# 132567
SEC# 801-116762
1
972-931-0063
01
Firm Overview
AUM
$180M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WISDOM INDEX ADVISORS, LLC
1 registered advisor
Michael James Davidson
PROSPER, Texas
CRD# 4547024
05
Office Locations
PROSPER, Texas
1 advisor
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Data sourced from SEC Form ADV filings. WISDOM INDEX ADVISORS, LLC (CRD# 132567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.