Constant Wealth Management, LLC
Constant Wealth Management, LLC (CRD# 173284) is a financial advisory firm headquartered in Allen, TX. They manage $3,400,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Constant Wealth Management, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$55,738
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Constant Wealth Management, LLC
1
James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.
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