GA Bishop And Associates, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Carrollton, Texas
CRD number
116725
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

GA Bishop And Associates, LLC operates as an independent registered investment adviser organized as an LLC with individual owner control. The firm serves individual and family clients and functions as a capital allocator, advising on and directing assets to third-party managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is fee-based on hourly charges and fixed fees rather than percentage-of-assets billing. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Glenn Bishop

    Glenn Bishop

    FounderCRD 4479884

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Carrollton, TX

Dallas

Location

Carrollton, TX

Headquartered in Carrollton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1101 S Broadway St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth