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

Building 2ORG PARTNERS

Map pinDALLAS, TX
Phone260-469-9173
NotebookSEC #801-120444
Total AUM
$772.6M
Employees
24
Clients
718

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5001 SPRING VALLEY RD
SUITE 810W
DALLAS
TX 75244
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
260-469-9173
Other Offices
13

ReceiptFinancials

Total AUM
$772.6M
Accounts
1,747
Discretionary
$712.7M
Accounts
1,726
Non-Discretionary
$59.9M
Accounts
21

ContactClients

View more in analytics →

Individual Clients
487
AUM
$179.2M
HNW Individual Clients
214
AUM
$530.7M
Charitable Organization Clients
1
AUM
$731.5K
Corporation or Business Clients
16
AUM
$62M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACODCFLGAIAILINKSLAMOMSMTNCNENHNVNYOHPASCTNTXVIVTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account