Wisdom Index Advisors
Wisdom Index Advisors (CRD# 132567) is a financial advisory firm headquartered in Prosper, TX. They manage $180,307,263 in 631 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management180MILLION
-
Total Number of Accounts631ACCOUNTS
-
Average Account Value$285,748
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX
Kirk Bargenquest (CRD# 5964161) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 12 years of experience in the finance industry.
Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 21 years of experience in the finance industry.
Stanley Bimmerle (CRD# 7315887) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 3 years of experience in the finance industry.