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Building 2J.K. FINANCIAL, INC.

Map pinDALLAS, TX
Phone214-706-4300
NotebookSEC #801-116829
Total AUM
$195.8M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8222 DOUGLAS AVE
SUITE 590
DALLAS
TX 75225
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
214-706-4300

ReceiptFinancials

Total AUM
$195.8M
Accounts
417
Discretionary
$195.8M
Accounts
417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$477K
HNW Individual Clients
128
AUM
$195.1M
Charitable Organization Clients
1
AUM
$236K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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

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