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Building 2WOMACK FINANCIAL LLC

Map pinDALLAS, TX
Phone214-843-0070
NotebookSEC #801-130892
Total AUM
$164.7M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9850 N. CENTRAL EXPY
SUITE 230
DALLAS
TX 75231
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
214-843-0070

ReceiptFinancials

Total AUM
$164.7M
Accounts
556
Discretionary
$164.7M
Accounts
556
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$23.9M
HNW Individual Clients
60
AUM
$131.2M
Pooled Vehicle Clients
1
AUM
$9.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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