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Building 2LEAR INVESTMENT MANAGEMENT

Map pinDALLAS, TX
Phone(214) 445-5900
NotebookSEC #801-110851
Total AUM
$1.2B
Employees
7
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2911 TURTLE CREEK BOULEVARD
SUITE 920
DALLAS
TX 75219
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(214) 445-5900
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
945
Discretionary
$1.2B
Accounts
869
Non-Discretionary
$24.4M
Accounts
76

ContactClients

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Individual Clients
189
AUM
$35.4M
HNW Individual Clients
96
AUM
$358.4M
Investment Advisor Clients
9
AUM
$846.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
OTHER INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMDMNMONJNYPATXVT

HandshakeAffiliates

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

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