SFMG Wealth Advisors
Investment Management • 
3960 Dallas Pkwy, Suite 400, United States • 21-50 Employees
Company overview
| Headquarters | 3960 Dallas Pkwy, Suite 400, Plano, Texas 75093, US |
| Phone number | +19729606460 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at SFMG Wealth Advisors
Shashin Shah
Managing Director
Ryan J. Blair
President & Managing Director
Taylor Nipp
Managing Director
Melissa Hawkins
Executive Director
SFMG Wealth Advisors Email Formats
SFMG Wealth Advisors uses 4 email formats. The most common is {first initial} (e.g., j@sfmg.com), used 75.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sfmg.com | 75.6% |
{first name} | john@sfmg.com | 19.5% |
{first initial}{last name} | jdoe@sfmg.com | 2.4% |
{first name}{last name} | johndoe@sfmg.com | 2.4% |
About SFMG Wealth Advisors
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.
SFMG Wealth Advisors revenue & valuation
| Annual revenue | $3,507,755 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $11,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SFMG Wealth Advisors has 26 employees across 6 departments.
Departments
Number of employees
Funding Data
SFMG Wealth Advisors has never raised funding before.
SFMG Wealth Advisors Tech Stack
Discover the technologies and tools that power SFMG Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Blogs
United Kingdom
Spain
Germany
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Frequently asked questions
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