SFMG Wealth Advisors Company Profile, Contacts & Intelligence

Investment Management3960 Dallas Pkwy40 employeesFounded 2002
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
40
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
5
Mapped contact coverage

SFMG Wealth Advisors Overview

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

Headquarters
3960 Dallas Pkwy
Website
sfmg.com
Industry
Investment Management
Founded
2002
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
initiative

SFMG Wealth Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.
5 departments represented
Visible contacts with email or phone data are mapped to these departments.
6 company-domain emails
Visible contacts using SFMG Wealth Advisors's company email domain.
General
5
Sales
3
Finance
2
Executive
1
Operations
1

SFMG Wealth Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

D
David Gamble
Senior Wealth Advisor at Sfmg Wealth Advisors
EP
C
Craig Greenway
Stakeholder & Mentor at Sfmg Wealth Advisors
EP
C
Chase Thomas, Cfp®, Cpa
Senior Wealth Advisor at Sfmg Wealth Advisors
R
Ryan J. Blair, Cfp®
President & Managing Director at Sfmg Wealth Advisors
EP

SFMG Wealth Advisors Workforce Composition

Seniority breakdown across 20 visible profiles.

Individual contributor
7
Associate / junior
5
Manager
3
Executive
2
Senior / Lead
2
Director
1

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