Adviser Profile
| As of Date | 05/10/2025 |
| Registration status | Registration Changed to CERTIFIED FINANCIAL STRATEGIES CORPORATION |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 118,141,915 26% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 772,169 116% |
| % High Net Worth | 44.08% 21% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds