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Building 21839 ASSET MANAGEMENT LLC

Map pinPLANO, TX
Phone917-797-3452
NotebookSEC #801-112123
Total AUM
$110.8M
Employees
7
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7950 LEGACY DRIVE
SUITE 442
PLANO
TX 75024
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
917-797-3452

ReceiptFinancials

Total AUM
$110.8M
Accounts
5
Discretionary
$110.8M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$3M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
4
AUM
$107.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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