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Building 2LEVEL FOUR CAPITAL MANAGEMENT

Map pinDALLAS, TX
Phone866-834-1040
NotebookSEC #801-117681
Total AUM
$1.4B
Employees
9
Clients
3,533

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12400 COIT ROAD
SUITE 700
DALLAS
TX 75251
United States
Operating Hours
8 A.M.-5 P.M. CST
Monday - Friday
Phone
866-834-1040
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,533
Discretionary
$1.4B
Accounts
3,533
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2,094
AUM
$361M
HNW Individual Clients
1,233
AUM
$809.2M
Pension/Profit Sharing Plan Clients
96
AUM
$34.3M
Charitable Organization Clients
19
AUM
$10.3M
Corporation or Business Clients
91
AUM
$166.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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