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Building 2APEIRON

Map pinDALLAS, TX
Phone972-421-2068
NotebookSEC #801-110974
Total AUM
$852M
Employees
17
Clients
1,184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10000 NORTH CENTRAL EXPRESSWAY
SUITE 700
DALLAS
TX 75231
United States
Operating Hours
8-5
Monday - Friday
Phone
972-421-2068
Other Offices
2

ReceiptFinancials

Total AUM
$852M
Accounts
2,387
Discretionary
$807M
Accounts
2,381
Non-Discretionary
$45M
Accounts
6

ContactClients

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Individual Clients
652
AUM
$218M
HNW Individual Clients
526
AUM
$589M
Pension/Profit Sharing Plan Clients
6
AUM
$45M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALANENMOKORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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