1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DRIFTWOOD CAPITAL, LLC

Map pinDALLAS, TX
Phone972-818-5094
NotebookSEC #801-114262
Total AUM
$8.1M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
603 MUNGER AVENUE
#100-205
DALLAS
TX 75202
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
972-818-5094

ReceiptFinancials

Total AUM
$8.1M
Accounts
18
Discretionary
$7.5M
Accounts
14
Non-Discretionary
$588.4K
Accounts
4

ContactClients

View more in analytics →

Individual Clients
1
AUM
$180.4K
HNW Individual Clients
1
AUM
$7.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account