Adviser Profile
| As of Date | 08/11/2024 |
| Registration status | Registration Changed to WOMACK FINANCIAL LLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 110,480,413 3% |
| of that, discretionary | 110,480,413 4% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 224,554 -3% |
| % High Net Worth | 25.55% 6% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1