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Building 2SOCORRO ASSET MANAGEMENT

Map pinDALLAS, TX
Phone214-550-1852
NotebookSEC #801-116849
Total AUM
$497.9M
Employees
6
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 TURTLE CREEK BLVD
SUITE 205
DALLAS
TX 75219
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
214-550-1852

ReceiptFinancials

Total AUM
$497.9M
Accounts
8
Discretionary
$497.9M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$317M
Charitable Organization Clients
3
AUM
$48.9M
Government Entity Clients
1
AUM
$41.7M
Insurance Company Clients
2
AUM
$49.1M
Corporation or Business Clients
1
AUM
$41.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUB-ADVISOR FOR MODEL PORTFOLIO
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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