FIVANCIAL ADVISORS, INC.

CRD 336326 · SEC 801-132841

Visit website

5910 N. CENTRAL EXPRESSWAY, SUITE 1400, DALLAS, TX, 75206, United States

Phone

855-568-3275

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$925

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

Fees

Subscription fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)?AUTOMATED (ROBO) ADVISORY SERVICES DELIVERED VIA DIGITAL INTERFACE ?MODEL PORTFOLIO CONSTRUCTION AND ASSET ALLOCATION SERVICE

Client types

Type	Clients	AUM
Individuals	96	$925

States served

All web addresses on file

https://banksocial.io
https://www.linkedin.com/company/banksocial/
https://www.instagram.com/banksocial.io

Official SEC filing: View on IAPD