PPrivate Fund Data Log in Join · $37/mo

Massie Financial Services, LLC

MemberBeaird Harris Wealth Management, LLC

About Massie Financial Services, LLC

Massie Financial Services, LLC is listed as Member at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Massie Financial Services, LLC work?

Massie Financial Services, LLC is listed as Member at Beaird Harris Wealth Management, LLC on SEC Form ADV.

How much of Beaird Harris Wealth Management, LLC does Massie Financial Services, LLC own?

Form ADV reports a beneficial ownership band of 5-10%.

Beaird Harris Wealth Management, LLC

TitleMember
Ownership5-10%
Control personNo
Since2021