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Building 2SCHERER FINANCIAL ADVISORY SERVICES, LLC

Map pinDALLAS, TX
Phone972-267-9655
NotebookSEC #801-122809
Total AUM
$158.3M
Employees
5
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16250 KNOLL TRAIL DRIVE
SUITE 207
DALLAS
TX 75248
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
972-267-9655

ReceiptFinancials

Total AUM
$158.3M
Accounts
178
Discretionary
$133.1M
Accounts
149
Non-Discretionary
$25.3M
Accounts
29

ContactClients

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Individual Clients
119
AUM
$25.7M
HNW Individual Clients
59
AUM
$132.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMAMONHOKTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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