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Building 2ROSENTHAL ADVISORY SERVICES, L.P.

Map pinFORT WORTH, TX
Phone817-336-2000
NotebookSEC #801-113369
Total AUM
$186.6M
Employees
5
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1408 MONTGOMERY ST
FORT WORTH
TX 76107
United States
Operating Hours
8:30 AM - 5:00 PM M - TH, 8:30 - 3:00 FR
8:30 AM - 5:00 PM M - TH, 8:30 - 3:00 FR
Phone
817-336-2000
Other Offices
1

ReceiptFinancials

Total AUM
$186.6M
Accounts
363
Discretionary
$186.6M
Accounts
363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
277
AUM
$78M
HNW Individual Clients
86
AUM
$108.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARTX

HandshakeAffiliates

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

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