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Building 2STRATEGIC PORTFOLIO SOLUTIONS, LLC

Map pinDALLAS, TX
Phone(214) 446-4910
NotebookSEC #801-131029
Total AUM
$136.2M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17304 PRESTON ROAD
SUITE 125
DALLAS
TX 75252
United States
Operating Hours
8:00AM- 4:30PM
BY APPOINTMENT ONLY
Phone
(214) 446-4910
Other Offices
2

ReceiptFinancials

Total AUM
$136.2M
Accounts
393
Discretionary
$131.8M
Accounts
387
Non-Discretionary
$4.4M
Accounts
6

ContactClients

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Individual Clients
133
AUM
$30.6M
HNW Individual Clients
55
AUM
$105.6M

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
AZFLNCTX

HandshakeAffiliates

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

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