Longhorn Wealth Management Group
Financial Services
Plano, Texas, United States
7 employees
ABOVE
- Employees
- 7
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Longhorn Wealth Management Group Overview
- Headquarters
- Plano, Texas, United States
- Website
- longhornwealth.net
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2014
- Stock Symbol
- ABOVE
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Longhorn Wealth Management Group
What You Started There, We Fulfill Here Whether your dreams and desires are those you envisioned while first attending or working at The University of Texas, or are more recent developments, we are committed to making them a reality for you, your family, your business, and your legacy. Longhorn Wealth Management Group shares that unique Texas pride and passion with you, and it drives us to provide you the “UTmost” in comprehensive wealth management services to help you achieve all of your prosperity goals. Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services. Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that. We are proud of our UT heritage and we are passionate about having the opportunity to serve our fellow UT family members and friends. We look forward to visiting with you soon! Hook'em!! Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory Services offered through Osaic Wealth, Inc. Longhorn Wealth Management Group and Osaic Wealth, Inc. are unaffiliated. This Advisor is Securities Licensed in: AL, AR, AZ, CA, CO, FL, LA, MN, NY, OK, PA, TX, VA, WA, & WV.
Longhorn Wealth Management Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Longhorn Wealth Management Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Hollyn Donovan | Public Speaker, Non-profit Public | Plano, Texas, United States |
View
|
| Kristina Cramb | Financial Planning & Solutions | Denton, Texas, United States |
Email
Phone
|
| Enrique Eulloqui Jr. | Wealth Planner & Advisor - Utd Graduate | Plano, Texas, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
Compare Similar Companies to Longhorn Wealth Management Group
Osaic
Financial Services
Blue Owl Capital
Financial Services
Bessemer Trust
Financial Services
Focus Partners Wealth
Financial Services
Veritex Community Bank
Banking
MID MICHIGAN DENTAL CENTER, P.C
Medical Practices
Trident LTC
Hospitals And Health Care
BRIGHTSMITH Advisors
Financial Services
CRUMPTON COLLABORATIVE SOLUTIONS
Legal Services
Jones Capital Advisors
Investment Management