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Building 2D.R. SAUR FINANCIAL, INC.

Map pinDALLAS, TX
Phone214-559-3944
NotebookSEC #801-118224
Total AUM
$126.3M
Employees
7
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12900 PRESTON ROAD
SUITE 400
DALLAS
TX 75230
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
214-559-3944

ReceiptFinancials

Total AUM
$126.3M
Accounts
725
Discretionary
$126.3M
Accounts
725
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
245
AUM
$59M
HNW Individual Clients
66
AUM
$67.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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