Bland Garvey Wealth Advisors, LLC is a large advisory firm based in Richardson. It manages $136.64 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.
Bland Garvey Wealth Advisors provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bland Garvey Wealth Advisors, LLC is $136.64 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bland Garvey Wealth Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bland Garvey Wealth Advisors is high net worth individuals with 46 clients and $106.75 million of assets under management. Among the 9 most similar advisory firms, Bland Garvey Wealth Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $131.43 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bland Garvey Wealth Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bland Garvey Wealth Advisors, LLC performs its advisory services is located at 2600 North Central Expressway, Richardson, TX 75080, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-231-2503 or by fax 972-783-6501. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at blandgarveywealthadvisors.com.