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Building 2EQ WEALTH ADVISORS

Map pinDALLAS, TX
Phone214-389-6750
NotebookSEC #801-126838
Total AUM
$617M
Employees
6
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10000 NORTH CENTRAL EXPRESS WAY
SUITE 1350
DALLAS
TX 75231
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
214-389-6750

ReceiptFinancials

Total AUM
$617M
Accounts
1,037
Discretionary
$617M
Accounts
1,037
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$87.1M
HNW Individual Clients
100
AUM
$492.1M
Investment Advisor Clients
6
AUM
$29M
Corporation or Business Clients
5
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMTNVTX

HandshakeAffiliates

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

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