Plano-based investment advisory firm manages almost $4.3 billion in assets for 8,900 clients
June 21, 2019 at 14:35 PM EDT
This Plano-based investment advisory firm that recently changed its name from Money Matters with Ken Moraif. It manages almost $4.3 billion in assets for its 8,900 clients and saw revenue surpass the $50 million threshold in 2018.
