RIA Intelligence

FIRST NATIONAL BANK

SOUTHLAKE, Texas, United States

Funds Served
24
Total GAV
$341.7M

Funds

Fund Name Adviser Type GAV
WMS PRIVATE INCOME FUND II, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $28.6M
WMS PRIVATE INCOME FUND II, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $28.6M
WMS PRIVATE INCOME FUND II, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $28.6M
WMS PRIVATE INCOME FUND II, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $28.6M
WMS PRIVATE INCOME FUND III, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $22.6M
WMS PRIVATE INCOME FUND III, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $22.6M
WMS PRIVATE INCOME FUND III, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $22.6M
WMS PRIVATE INCOME FUND III, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $22.6M
WMS PRIVATE INCOME FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $18.2M
WMS PRIVATE INCOME FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $18.2M
WMS PRIVATE INCOME FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $18.2M
WMS PRIVATE INCOME FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $18.2M
WMS PRIVATE EQUITY FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $15.8M
WMS PRIVATE EQUITY FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $15.8M
WMS PRIVATE EQUITY FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $15.8M
WMS PRIVATE EQUITY FUND I, LLC HB WEALTH MANAGEMENT, LLC Private Equity Fund $15.8M
MILLS EQUITY FUND II, LP MILLS WEALTH ADVISORS, LLC Private Equity Fund $165.9K
MILLS EQUITY FUND II, LP MILLS WEALTH ADVISORS, LLC Private Equity Fund $165.9K
MILLS EQUITY FUND II, LP MILLS WEALTH ADVISORS, LLC Private Equity Fund $165.9K
MILLS EQUITY FUND II, LP MILLS WEALTH ADVISORS, LLC Private Equity Fund $165.9K
LS MWA LOAN 2 MILLS WEALTH ADVISORS, LLC Securitized Asset Fund $0
LS MWA LOAN 2 MILLS WEALTH ADVISORS, LLC Securitized Asset Fund $0
LS MWA LOAN 2 MILLS WEALTH ADVISORS, LLC Securitized Asset Fund $0
LS MWA LOAN 2 MILLS WEALTH ADVISORS, LLC Securitized Asset Fund $0