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Building 2ORCHID ADVISORY

Map pinDALLAS, TX
Phone704-763-2776
NotebookSEC #801-128761
Total AUM
$295.7M
Employees
4
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 W LOVERS LN
DALLAS
TX 75209
United States
Operating Hours
8A-5P
Monday - Friday
Phone
704-763-2776

ReceiptFinancials

Total AUM
$295.7M
Accounts
84
Discretionary
$105M
Accounts
42
Non-Discretionary
$190.7M
Accounts
42

ContactClients

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HNW Individual Clients
15
AUM
$295.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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