SFMG Wealth Advisors, based in Plano, Texas, is ranked No. 65 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.4 billion
Accounts Under Management: 900
Years in Business: 23
- Accepts clients in all 50 states
- Physical offices in Texas
- $1 million minimum asset threshold
Leadership and Contact Information:
Kevin Margolis, chief executive officer and managing director
Ryan Blair, president and managing director
Shashin Shah, managing director
Taylor Nipp, managing director
sfmg.com
3960 Dallas Parkway, Suite 400, Plano, TX 75093
(972) 960-6460
