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Building 2SERVICE ACADEMY CAPITAL MANAGEMENT LLC

Map pinDALLAS, TX
Phone4248354147
NotebookSEC #801-112843
Total AUM
$734M
Employees
7
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3838 OAK LAWN AVE
SUITE 1000
DALLAS
TX 75219
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
4248354147

ReceiptFinancials

Total AUM
$734M
Accounts
304
Discretionary
$669M
Accounts
301
Non-Discretionary
$65M
Accounts
3

ContactClients

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Individual Clients
16
AUM
$7.5M
HNW Individual Clients
40
AUM
$660.9M
Pension/Profit Sharing Plan Clients
3
AUM
$65M
Charitable Organization Clients
1
AUM
$544K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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