James
Nipp
Sfmg Wealth Advisors
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About this Advisor
James Nipp is a financial advisor based in Plano, Texas, working with Sfmg Wealth Advisors. James has previously held a position at Sfmg Wealth Advisors and is registered to provide services in Texas. Currently, James is part of Sfmg Wealth Advisors, which operates out of Plano, Texas. The firm has 37 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sfmg Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sfmg Wealth Advisors Brokerage Details
$2,248,716,764
37
3,834
$586,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Nipp Work History
Sfmg Wealth Advisors
Disclosures
Please visit the SEC profile of James Nipp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sfmg Wealth Advisors
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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