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THE ADVISORS GROUP

LUBBOCK, TX · CRD 290104 · IAPD ↗ · theadvisorsgroup.net · 806-794-3848

$142.4MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — THE ADVISORS GROUP (LUBBOCK, TX) is newly SEC-registered with $109.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.