SFMG Wealth Advisors

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Investor info
Type
Limited Partners
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.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • 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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