Company Overview
- Headquarters
- 2627 Chestnut Ridge, Suite 110, Houston TX
- Website
- shankwm.com
- Phone
- (281) 359-3133
- Employees
- 5
- Founded in
- 2006
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Shank Wealth Management
Shank Wealth Management is a 3-employee, independent Wealth Management firm located in Houston, Texas. The company generates $2.5 million in annual revenue. Established to provide a consistent, disciplined process for clients, Shank Wealth Management offers sophisticated financial planning, portfolio management, and personalized client services. The firm caters to clients seeking to achieve financial objectives that extend beyond traditional investment goals. With over 50 years of combined experience, their team of Financial Planners works closely with individuals to develop tailored strategies. Shank Wealth Management works with clients in the following states: Arkansas, California, Colorado, Florida, Georgia, Louisiana, Montana, North Dakota, South Carolina, and Texas. Securities offered through LPL Financial, a Registered Investment Advisor, and investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. For more information, visit Shank Wealth Management's website at shankwm.com.
Shank Wealth Management Industry Tags
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |