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Building 2FISHER\SMB

Map pinPLANO, TX
Phone888-674-4504
NotebookSEC #801-130272
Total AUM
$6.8B
Employees
159
Clients
1,848

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6404 INTERNATIONAL PARKWAY
SUITE 1100
PLANO
TX 75093
United States
Operating Hours
8-5
Monday - Friday
Phone
888-674-4504
Other Offices
1

ReceiptFinancials

Total AUM
$6.8B
Accounts
1,848
Discretionary
$6.8B
Accounts
1,848
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1,839
AUM
$6.8B
Government Entity Clients
9
AUM
$96.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

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

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