Wisdom Index Advisors

Wisdom Index Advisors (CRD# 132567) is a financial advisory firm headquartered in Prosper, TX. They manage $161,072,023 in 624 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    624
    ACCOUNTS
  • Average Account Value
    $258,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Wisdom Index Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Davidson
CRD#: 4547024
102 S. Main Street, Prosper, TX 75078

Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 21 years of experience in the finance industry.

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