Ag Financial Wealth Management Solutions, LLC is a large advisory firm based in Houston. It manages $418.24 million of regulatory assets for 718 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 10 other states.
Ag Financial Wealth Management Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ag Financial Wealth Management Solutions, LLC is $418.24 million. The firm's AUM has grown by 1% 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 Ag Financial Wealth Management Solutions, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.
Edward Leonard Jaroski has been acting as President since 1 Oct 2008. Douglas Eugene Willingham joined the executive team most recently as the Vice President.
The principal office where Ag Financial Wealth Management Solutions, LLC performs its advisory services is located at 5847 San Felipe, Houston, TX 77057, 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 713-260-9000 or by fax 713-260-9050. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.stewardcapitaladvisors.com.