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Double Seven Wealth Group
Double Seven Wealth Group's passion is to help clients realize their dream by following a plan. The firm offers investment management, portfolio design,...
Overview
Double Seven Wealth Group's passion is to help clients realize their dream by following a plan. The firm offers investment management, portfolio design, consulting services, retirement planning, investment related tax planning strategies, and college savings.
General information
Firm type
Wealth Management Advisory
Year founded
2019
Location
City
Amarillo
Principals
Brad Clark
Owner / Financial Advisor
Frequently asked questions
Who are the key principals at Double Seven Wealth Group?
Public records do not disclose the names or roles of any principals or executives at the firm. No management team information is available.
What is the minimum investment threshold for Double Seven Wealth Group?
There is no public information regarding minimum investment requirements. The firm does not disclose its client eligibility criteria.
Where is Double Seven Wealth Group headquartered?
The firm's headquarters location is not publicly listed. No geographic information is available from public records.
Does Double Seven Wealth Group have any known regulatory filings?
The firm is registered as a limited liability company (LLC). There is no public record of SEC or state regulatory filings for investment advisory services.
What investment strategies does Double Seven Wealth Group employ?
No details about specific investment strategies, asset classes, or risk management approaches are disclosed publicly. The firm's investment philosophy remains undocumented.
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