Fivancial Advisors, Inc.
Fivancial Advisors, Inc. is an SEC-registered ria in Dallas, TX with $925 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Fivancial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336326, SEC 801-132841, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $925 (2026-03-31)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 1
- Clients
- 96
- CRD
- 336326
- Ownership
- WINGATE, JOHN; REED, REBECCA, A; DE SILVA, RAVI
How much AUM does Fivancial Advisors, Inc. have?
Fivancial Advisors, Inc. reported $925 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fivancial Advisors, Inc.?
Disclosed owners and executives of Fivancial Advisors, Inc. include WINGATE, JOHN, REED, REBECCA, A, DE SILVA, RAVI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.