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Building 2BASTIAT CAPITAL, LLC

Map pinPLANO, TX
Phone972-267-2031
NotebookSEC #801-120878
Total AUM
$106.7M
Employees
4
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 GRANITE PARKWAY
SUITE 200
PLANO
TX 75024
United States
Operating Hours
9:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
972-267-2031

ReceiptFinancials

Total AUM
$106.7M
Accounts
75
Discretionary
$104.4M
Accounts
73
Non-Discretionary
$2.3M
Accounts
2

ContactClients

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Individual Clients
26
AUM
$7.7M
HNW Individual Clients
49
AUM
$99M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILTX

HandshakeAffiliates

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

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