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

Building 2BURFORD BROTHERS, INC.

Map pinDALLAS, TX
Phone214-523-2333
NotebookSEC #801-117819
Total AUM
$440.2M
Employees
4
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 PRESTON ROAD
SUITE 405
DALLAS
TX 75205
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
214-523-2333

ReceiptFinancials

Total AUM
$440.2M
Accounts
856
Discretionary
$432.5M
Accounts
694
Non-Discretionary
$7.7M
Accounts
162

ContactClients

View more in analytics →

Individual Clients
160
AUM
$61.7M
HNW Individual Clients
62
AUM
$372.9M
Pension/Profit Sharing Plan Clients
3
AUM
$3.4M
Charitable Organization Clients
2
AUM
$882.4K
Corporation or Business Clients
5
AUM
$618.6K
Other Clients
2
AUM
$829.1K
Description of Other Clients
ESTATE

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account