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Building 2DFS ADVISORY

Map pinDENTON, TX
Phone(940) 297-1474
NotebookSEC #801-127517
Total AUM
$156M
Employees
6
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1204 BENT OAKS CT.
STE. 120
DENTON
TX 76210
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(940) 297-1474

ReceiptFinancials

Total AUM
$156M
Accounts
151
Discretionary
$124M
Accounts
126
Non-Discretionary
$32M
Accounts
25

ContactClients

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Individual Clients
81
AUM
$12M
HNW Individual Clients
31
AUM
$112M
Pension/Profit Sharing Plan Clients
25
AUM
$32M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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