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Building 2TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Map pinDALLAS, TX
Phone945-229-5873
NotebookSEC #801-114364
Total AUM
$4.2B
Employees
64
Clients
735

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 MCKINNEY AVENUE
SUITE 700
DALLAS
TX 75201
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
945-229-5873
Other Offices
5

ReceiptFinancials

Total AUM
$4.2B
Accounts
2,251
Discretionary
$3.4B
Accounts
1,710
Non-Discretionary
$830.4M
Accounts
541

ContactClients

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HNW Individual Clients
501
AUM
$2.2B
Banking Clients
47
AUM
$418M
Investment Company Clients
1
AUM
$239.9M
Charitable Organization Clients
58
AUM
$232.8M
Corporation or Business Clients
128
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGALANCNMNVSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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