Wisdom Index Advisors
Wisdom Index Advisors (CRD# 132567) is a financial advisory firm headquartered in Prosper, TX. They manage $169,343,106 in 602 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management169MILLION
Total Number of Accounts602ACCOUNTS
Average Account Value$281,301
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 20 years of experience in the finance industry. Michael Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Garrett Williams (CRD# 7451119) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has 1 year of experience in the finance industry.