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Building 2STEADTRUST

Map pin
Phone972-876-8422
NotebookSEC #801-131951
Total AUM
$618.1M
Employees
9
Clients
654

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
972-876-8422
Other Offices
4

ReceiptFinancials

Total AUM
$618.1M
Accounts
1,267
Discretionary
$618.1M
Accounts
1,267
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
495
AUM
$179.9M
HNW Individual Clients
156
AUM
$418.2M
Corporation or Business Clients
3
AUM
$20.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
DENHNJNYTX

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

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