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Building 2XO WEALTH MANAGEMENT

Map pinDALLAS, TX
Phone972-335-8000
NotebookSEC #801-106827
Total AUM
$707.8M
Employees
9
Clients
604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14850 QUORUM DRIVE
SUITE 350
DALLAS
TX 75254
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
972-335-8000
Other Offices
1

ReceiptFinancials

Total AUM
$707.8M
Accounts
1,824
Discretionary
$695.7M
Accounts
1,662
Non-Discretionary
$12.1M
Accounts
162

ContactClients

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Individual Clients
419
AUM
$172.4M
HNW Individual Clients
130
AUM
$533.5M
Pension/Profit Sharing Plan Clients
55
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLGAILLANYOKSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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