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Building 2AUTUMN GLORY PARTNERS, LLC

Map pinDALLAS, TX
Phone214-378-1212
NotebookSEC #801-110630
Total AUM
$747.6M
Employees
2
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8235 DOUGLAS AVENUE
SUITE 720
DALLAS
TX 75225
United States
Operating Hours
9:00 AM TO 3:30 PM
Monday - Friday
Phone
214-378-1212
Other Offices
1

ReceiptFinancials

Total AUM
$747.6M
Accounts
175
Discretionary
$747.6M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$2.8M
HNW Individual Clients
35
AUM
$594.4M
Charitable Organization Clients
6
AUM
$61.5M
Corporation or Business Clients
12
AUM
$88.5M
Other Clients
2
AUM
$440.2K
Description of Other Clients
SPECIAL NEEDS TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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