CRD: 131190
Springwood Financial Advisors
$23.8M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2004
- Office Locations
- 1
Office Locations
4100 Spring Valley Suite 657 Dallas TX
About Springwood Financial Advisors
Springwood Financial Advisors is a Dallas-based independent RIA that builds comprehensive financial plans, coordinating investment management with estate planning, insurance and tax considerations alongside clients’ other advisors. The firm serves retail investors, including entrepreneurs, with an asset-allocation and risk-management approach using mutual funds and fixed income solutions. Custody: Fidelity/NFS.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KAREN LANELLE EHMKE
--
- CRD
- #4625893
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,151,965 | -- |
| Non-Discretionary | $5,644,650 | -- |
| Total | $23,796,615 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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