SFMG Wealth Advisors, based in Plano, Texas, is ranked No. 87 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 57 on last year's CNBC FA 100 list.
Total AUM:Â $1.5B+
Years in Business:Â 25
Accounts Under Management:Â 589
Previous appearances on FA 100 List: 1 (No. 57Â in 2019)
Principals:
Kevin Margolis, Chief Executive Officer & Managing Director
Greg Morgan, Managing Director
Contact:
7800 Dallas Parkway, Suite 350, Plano, TX 75024
(972) 960-6460