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Building 2WORTH ASSET MANAGEMENT

Map pinDALLAS, TX
Phone469-257-5074
NotebookSEC #801-122206
Total AUM
$288.2M
Employees
12
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17855 DALLAS PARKWAY
SUITE 150
DALLAS
TX 75287
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
469-257-5074

ReceiptFinancials

Total AUM
$288.2M
Accounts
333
Discretionary
$288.1M
Accounts
329
Non-Discretionary
$64.2K
Accounts
4

ContactClients

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Individual Clients
247
AUM
$184.9M
HNW Individual Clients
82
AUM
$103.2M
Pension/Profit Sharing Plan Clients
4
AUM
$64.2K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR 401K
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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