This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2004
- Office Locations
- 1
Office Locations
About Clifton Myers Financial Advisory
Clifton Myers Financial Advisory, Inc. is a Round Rock, TX boutique led by Clifton Myers, focused on retirees and near-retirees. The firm offers full-service financial planning (retirement income, college and estate planning) alongside investment management. It emphasizes a non–buy-and-hold, active approach intended to pursue returns in both up and down markets, and its managed accounts are primarily implemented with ETFs (custodied at TradePMR).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CLIFTON WAYNE MYERS
Financial Advisor, General Partner, President
- CRD
- #2440953
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,883,972,996 | 22.7% |
| Cash | $6,415,467,513 | 77.3% |
| Total | $8,299,440,509 | 100.0% |