Investment adviser · CRD 125073

WFG ADVISORS, LP

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Sep 6, 2017

Regulatory AUM
$1.5B
Form ADV · Item 5.F
Client accounts
8,500
Accounts, not individual clients
Employees
156
Reported in this filing
Advisory professionals
147
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 6, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2711 N HASKELL AVE, SUITE 2900
DALLAS, TX, 75204, United States

CRD 125073

Filing source

Form ADV 1138753 · Sep 6, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.