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Building 2ALLRED HARRIS WEALTH MANAGEMENT.

Map pinDALLAS, TX
Phone214-965-7695
NotebookSEC #801-113900
Total AUM
$493.4M
Employees
6
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 DOUGLAS AVENUE
SUITE 525
DALLAS
TX 75225
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
214-965-7695

ReceiptFinancials

Total AUM
$493.4M
Accounts
353
Discretionary
$490.7M
Accounts
341
Non-Discretionary
$2.7M
Accounts
12

ContactClients

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Individual Clients
224
AUM
$59.7M
HNW Individual Clients
88
AUM
$313.4M
Pension/Profit Sharing Plan Clients
6
AUM
$14.2M
Charitable Organization Clients
5
AUM
$24.9M
Corporation or Business Clients
30
AUM
$81.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMEMSNCOKTNTXVA

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

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