B
$35.9K Total AUM
$35.9K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
6136 Frisco Square Blvd Suite 400 Frisco TX
About Braxton Financial Group, LLC
Braxton Financial Group, LLC is a Frisco-based RIA. The firm has been operating for 7 years. Managing $35.9K in total assets under management, with 1 advisory representatives. They custody assets with SSG.
Team overview
-- AVG AGE
$35.9K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JAMES BRAXTON TALBERT
Chief Compliance Officer
- CRD
- #6381816
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,892 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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