Familywealth Asset Management, TX — Investment Adviser | BuildTrust

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FAMILYWEALTH ASSET MANAGEMENT

Investment AdviceDALLAS, TX

Assets Under Management

$180.9M

Total AUM

Donut chart: Discretionary 156.7M, Non-Discretionary 24.2M
Category	Value
Discretionary	156.7M
Non-Discretionary	24.2M

Adviser Information

Field	Value
CRD Number	147869
SEC Number	801-69660
Street Address	1601 ELM STREET,
Street Address 2	SUITE 4310
Location	DALLAS, TX 75201
Country	United States
Phone	214-624-1185
Total Employees	4

Client Count by Type (424 Total)

Horizontal bar chart: Individuals (other than H… 396, High Net Worth Individual… 20, Pension/Profit Sharing Pl… 6, Banking/Thrift Institutio… 1, Corporations/Businesses 1
Category	Value
Individuals (other than H…	396
High Net Worth Individual…	20
Pension/Profit Sharing Pl…	6
Banking/Thrift Institutio…	1
Corporations/Businesses	1