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Building 2DIRECTIONAL ADVISORS

Map pin
Phone214-714-5520
NotebookSEC #801-131170
Total AUM
$43M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
APPOINTMENT ONLY
Phone
214-714-5520

ReceiptFinancials

Total AUM
$43M
Accounts
90
Discretionary
$43M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$17M
HNW Individual Clients
13
AUM
$26M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges 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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