Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services. Securities Offered Through LPL Financial, A Registered Investment Adviser. Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. Symphony Financial, Ltd., Co. and Shank Wealth Management, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX "Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."
View Top Employees from Shank Wealth ManagementWebsite | http://www.shankwm.com |
Revenue | $1 million |
Employees | 12 (12 on RocketReach) |
Founded | 2006 |
Address | 2627 Chestnut Rdg, Ste 110, Humble, Texas 77339, US |
Phone | (281) 359-3133 |
Fax | (281) 359-4113 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies |
Looking for a particular Shank Wealth Management employee's phone or email?
The Shank Wealth Management annual revenue was $1 million in 2024.
Pam McNair is the Vice President of Shank Wealth Management.
12 people are employed at Shank Wealth Management.
Shank Wealth Management is based in Humble, Texas.
The NAICS codes for Shank Wealth Management are [561, 56111, 56, 5611, 561110].
The SIC codes for Shank Wealth Management are [87, 874].