DOUBLE SEVEN WEALTH GROUP, LLC
Firm details
- Headquarters
- Amarillo, Texas
- CRD number
- 306038
- Website
- www.77wealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.29%
- Individuals25.71%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Double Seven Wealth Group, LLC is a small, owner-operated registered investment adviser focused on serving individual and family clients, along with small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly consulting, and its advisory work centers on discretionary portfolio management and running educational seminars or workshops. It does not market itself as an active ESG investor, and it appears to operate within a single state rather than as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents48%
- Public Funds/Mutual Funds35%
- Exchange Traded Equities17%
Contacts
1 of 1BRADLEY CLARK
Owner and Financial AdvisorCRD 3167623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Amarillo, TX
POTTER
Location
Amarillo, TX
Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.
- Metro area
- Amarillo-Pampa-Borger, TX
- Region
- South
- County
- POTTER
- Address
- 801 S Fillmore St
- Time zone
- CT (UTC-6)
- Office locations
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