Fiduciary Financial Services of The Southwest Inc
Legal Name: FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC
Full Contact Details
Fiduciary Financial Services of The Southwest Inc
13155 NOEL ROAD, SUITE 750, DALLAS, TX
972-934-9070
972-934-8718
Other Info
Fiduciary Financial Services of The Southwest Inc, legally recognized as FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC, is a TX Corporation that has been approved by the SEC since August 19, 1990. The firm has 9 employees, including 4 advisory roles, and its number of clients served is unknown.
B. Riley Wealth Management - Michael Gavett
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Wealth Management
Advisors that share consultative investment advice and financial expertise with clients to develop comprehensive wealth plans to help them meet their financial goals.
Direct Owners
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B. RILEY WEALTH MANAGEMENT HOLDINGS, INC.
SHAREHOLDER owns 75% or more
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JOSEPH ROBERT CRANE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL JOHN GAVETT
CHIEF OPERATING OFFICER/ PORTFOLIO MANAGER owns less than 5%
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PAUL HESSE WELCH
DIRECTOR/CIO owns less than 5%
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STEPHEN JOSEPH BONNEMA
DIRECTOR owns less than 5%
Indirect Owners
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B. RILEY FINANCIAL, INC.
PARENT owns 75% or more