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Building 2MESSINA WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-205-2066
NotebookSEC #801-131490
Total AUM
$60.9M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5960 BERKSHIRE LANE, 6TH FLOOR
DALLAS
TX 75225
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
214-205-2066

ReceiptFinancials

Total AUM
$60.9M
Accounts
220
Discretionary
$60M
Accounts
182
Non-Discretionary
$900K
Accounts
38

ContactClients

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Individual Clients
73
AUM
$21.3M
HNW Individual Clients
21
AUM
$38M
Corporation or Business Clients
2
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONGOING

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

HandshakeAffiliates

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

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