Cravens Brothers Private Wealth Management LLC
Cravens Brothers Private Wealth Management LLC (CRD# 162673) is a financial advisory firm headquartered in Dallas, TX. They manage $104,400,000 in 140 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cravens Brothers Private Wealth Management LLC
By the Numbers
-
Total Assets Under Management104MILLION
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$745,714
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, TX
Financial Advisors at Cravens Brothers Private Wealth Management LLC
1
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
2
Tracey Daniel (CRD# 6867410) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 6 years of experience in the finance industry.
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