WHEAT GIVENS FINANCIAL, LLC
WHEAT GIVENS FINANCIAL, LLC of MCKINNEY, TX is an SEC-registered investment adviser (CRD 114258). Regulatory assets under management: $144.1M.
Registration
- CRD: 114258
- SEC file number: 801-121906
- Type: Registered investment adviser
- Location: 8751 COLLIN MCKINNEY PARKWAY, SUITE 903, MCKINNEY, TX, 75070
- Phone: 214-385-2415
- Latest filing: 2024-10-29
- Regulatory AUM: $144.1M
- Non-discretionary AUM: $144.1M
- Clients: 4
- Accounts: 721
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WHEAT PHIL DWAYNE | OWNER / ADVISOR; OWNER / ADVISOR / CCO; OWNER / CHIEF COMPLIANCE OFFICER | — |
| GIVENS LORI BETH | CO-OWNER/ADVISOR; CO-OWNER / ADVISOR / CHIEF COMPLIANCE OFFICER | — |
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