$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2018
- Office Locations
- 1
Office Locations
5830 Granite Pkwy #100-212 Plano TX
About Safe Landing Financial
Safe Landing Financial is a Plano-based RIA. The firm has been operating for 7 years. Managing $12.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$562.0K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN ANDREW FRY
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #5930841
- 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 | $12,363,790 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,363,790 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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