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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
424 clients
Average Client Portfolio
$427K average
Assets Under Management
$180.9M
Fee Structure
This firm's brochure has been updated with new fee and compensation information. Contact the firm for details.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
1601 Elm Street,, Suite 4310, Dallas, TX, 75201
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lu works as a staff accountant for Workplace Solutions LLC in Dallas, TX since 2013. This accounting work is not investment-related and takes about half of Lu's time.
Employment History
Current Registrations
Familywealth Asset Management
April 2018 - Present · 7 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.