About Sfmg Wealth Advisors

Sfmg Wealth Advisors is an Investment Management company, headquartered in Plano, with 51 - 200 employees and annual revenue of $1M - $5M.

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth...

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Sfmg Wealth Advisors Company Highlights

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Phone Number

(972) 960-xxxx

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Corporate Office Address

7800 Dallas Parkway
Plano, 75024

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Website

sfmg.com

Industries Served

Investment Management

Number of Employees

51 - 200 Employees

Company Revenue

$1M - $5M

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Sfmg Wealth Advisors Org

Sfmg Wealth Advisors has 6 VP, 3 Director, 7 Manager, 5 Senior, and 23 Other employees.

Sfmg Wealth Advisors Decision Makers

  • CEOKevin Margolis

Sfmg Wealth Advisors's Tech Stack

Adobe Creative Suite
Amazon Web Services
Animate.css
Backbone.js

Frequently Asked Questions About
Sfmg Wealth Advisors

FAQs

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Who is the CEO of Sfmg Wealth Advisors?

The CEO of Sfmg Wealth Advisors is Kevin Margolis. See full contact details  ›

How many senior employees does Sfmg Wealth Advisors have?

Sfmg Wealth Advisors has 21 senior employees that are typically used for decision making.

Who are the key decision makers at Sfmg Wealth Advisors?

Key decision makers at Sfmg Wealth Advisors include Kevin Margolis (CEO). See full contact details  ›

What technologies does Sfmg Wealth Advisors use?

Sfmg Wealth Advisors uses technologies including Adobe Creative Suite, Animate.css, and Backbone.js.

How do I contact Sfmg Wealth Advisors?

To contact Sfmg Wealth Advisors, visit sfmg.com.

Where is Sfmg Wealth Advisors headquartered?

Sfmg Wealth Advisors is headquartered at 7800 Dallas Parkway, Plano.

What is the main phone number for Sfmg Wealth Advisors?

The main phone number for Sfmg Wealth Advisors is (972) 960-xxxx.

What is the official website for Sfmg Wealth Advisors?

The official website for Sfmg Wealth Advisors is sfmg.com.

What is the annual revenue of Sfmg Wealth Advisors?

The annual revenue of Sfmg Wealth Advisors is $1M - $5M.

How many employees does Sfmg Wealth Advisors have?

Sfmg Wealth Advisors has 51 - 200 employees.

What industry is Sfmg Wealth Advisors in?

Sfmg Wealth Advisors is in the Investment Management industry.

Last updated: August 19, 2024

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