Openair Financial, LLC is a distinguished local investment advisory firm headquartered in Southlake, TX. With six strategically located offices, Openair Financial, LLC offers comprehensive investment advisory services to a diverse clientele. The firm boasts a team of five highly skilled professionals, each dedicated to providing expert guidance and personalized solutions.
With an impressive track record, Openair Financial, LLC manages an average of $21,550,000 in assets under management per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees...
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Assets Under Mgmt
$107.75M
Investment Professionals
5
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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