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Building 2HALCYON GLOBAL ADVISORS

Map pinDALLAS, TX
Phone(972) 499-8278
NotebookSEC #801-118182
Total AUM
$221.3M
Employees
2
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15660 DALLAS PARKWAY
SUITE 1425
DALLAS
TX 75248
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(972) 499-8278

ReceiptFinancials

Total AUM
$221.3M
Accounts
449
Discretionary
$212.8M
Accounts
363
Non-Discretionary
$8.5M
Accounts
86

ContactClients

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Individual Clients
92
AUM
$27.1M
HNW Individual Clients
52
AUM
$173.1M
Pension/Profit Sharing Plan Clients
3
AUM
$6M
Corporation or Business Clients
7
AUM
$15M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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