Bank / Wealth / TrustRIA · CRD 306038

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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,...

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, 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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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