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Building 2FARRIS CAPITAL MANAGEMENT INC.

Map pinCARROLLTON, TX
Phone214-525-2141
NotebookSEC #801-123391
Total AUM
$177.5M
Employees
3
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4425 PLANO PKWY
STE. 1701
CARROLLTON
TX 75010
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-525-2141

ReceiptFinancials

Total AUM
$177.5M
Accounts
901
Discretionary
$176.1M
Accounts
892
Non-Discretionary
$1.4M
Accounts
9

ContactClients

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Individual Clients
346
AUM
$63.1M
HNW Individual Clients
49
AUM
$114.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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