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Threadgill Financial, LLC

EST. AUM
$399,419,091

CONTACTS

CLIENT ACCOUNTS
901

Firm Details

Metro area Houston
CRD Number 174865
Website threadgillfinancial.com
Client types

Overview

Threadgill Financial, LLC is an SEC-registered investment adviser headquartered in The Woodlands, Texas. Founded in 2015 by Zachary Threadgill, the firm provides discretionary portfolio management services to affluent individuals and families. The firm focuses on helping clients build and preserve wealth through fiduciary advice, customized investment strategies, and long-term portfolio management. In recent years, the firm has transitioned toward diversified, low-cost ETF portfolios to address evolving market risks and opportunities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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