Wfg Advisors, LP is a large advisory firm based in Dallas. It manages $1.5 billion of regulatory assets for 8,500 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Wfg Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 600 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wfg Advisors, LP is $1.5 billion. The firm's AUM has grown by 226018000% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wfg Advisors, LP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Wilson Williams has been acting as President since 1 Sep 2007. Robert Philip Schlangen joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wfg Advisors, LP performs its advisory services is located at 2711 N Haskell Ave, Dallas, TX 75204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-661-8700 or by fax 972-354-4434. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at williams-financial.com.