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Building 2MURPHY & SYLVEST

Map pinDALLAS, TX
Phone(214) 373-8362
NotebookSEC #801-113128
Total AUM
$425.7M
Employees
8
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13760 NOEL ROAD
SUITE 300
DALLAS
TX 75240
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(214) 373-8362
Other Offices
1

ReceiptFinancials

Total AUM
$425.7M
Accounts
1,214
Discretionary
$425.7M
Accounts
1,213
Non-Discretionary
$20.9K
Accounts
1

ContactClients

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Individual Clients
273
AUM
$75.4M
HNW Individual Clients
154
AUM
$350.3M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILLANCORTNTXVA

HandshakeAffiliates

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

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