Updated:
Expand Financial
Established in Waco, Texas in 2007, Expand Financial constructs diversified portfolios from public-market securities, mutual funds, and exchange-traded funds...
Overview
Established in Waco, Texas in 2007, Expand Financial constructs diversified portfolios from public-market securities, mutual funds, and exchange-traded funds for individuals, families, and small institutions while conducting estate planning reviews and retirement-income structuring. The firm has not disclosed assets under management, team size, or investment holdings, and its website publishes no sector targets or alternative-asset allocations. It maintains an independent posture with no reported additional offices, named investment committee, or leadership changes as of May 2024.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Waco
Corporate office
Waco, TX, United States
Sector focus
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