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Building 2FAMILY DYNASTY ADVISORS LLC

Map pinLUBBOCK, TX
Phone806-993-7023
NotebookSEC #801-127497
Total AUM
$52.3M
Employees
3
Clients
368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4601 S. LOOP 289 SUITE 7
LUBBOCK
TX 79424
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
806-993-7023

ReceiptFinancials

Total AUM
$52.3M
Accounts
199
Discretionary
$51.3M
Accounts
196
Non-Discretionary
$966.4K
Accounts
3

ContactClients

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Individual Clients
179
AUM
$11.5M
HNW Individual Clients
178
AUM
$39.7M
Investment Company Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
10
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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