SFMG Wealth Advisors

SFMG Wealth Advisors

United States; Texas United States; Plano Texas United States; Americas; North America
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Description
SFMG Wealth Advisors (SFMG) is a wealth management firm based in Plano, Texas. Founded in 1992 by Gregory P. Morgan, SFMG offers personalized financial planning and wealth management services for individuals and families. The firm also provides financial planning, tax, and cash planning and risk management services. It invests in public equity, fixed income markets, mutual funds, money market funds, and exchange-traded funds. The assets of the firm are managed by the executive members.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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