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AFFERENT INVESTMENTS, LLC
COPPELL, TX
866-254-4235
SEC #801-107207Total AUM
$3.1M
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
870 S. DENTON TAP RD.
SUITE 250
COPPELL
TX 75019
United States
SUITE 250
COPPELL
TX 75019
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
866-254-4235
Financials
Total AUM
$3.1M
Accounts
21Discretionary
$3.1M
Accounts
21Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER FEES
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.