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Building 2HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone972-833-2684
NotebookSEC #801-119637
Total AUM
$254.6M
Employees
5
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2346 VICTORY PARK LANE
DALLAS
TX 75219
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
972-833-2684
Other Offices
4

ReceiptFinancials

Total AUM
$254.6M
Accounts
480
Discretionary
$254.6M
Accounts
480
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$14.1M
HNW Individual Clients
54
AUM
$236.4M
Charitable Organization Clients
3
AUM
$4M
Corporation or Business Clients
2
AUM
$132.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BILL PAYING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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