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Building 2CERTIFIED FINANCIAL STRATEGIES CORPORATION

Map pinDALLAS, TX
Phone972-702-8121
NotebookSEC #801-132742
Total AUM
$133.3M
Employees
2
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12700 HILLCREST RD., STE. 210
DALLAS
TX 75230
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
972-702-8121
Other Offices
1

ReceiptFinancials

Total AUM
$133.3M
Accounts
300
Discretionary
$86.4M
Accounts
182
Non-Discretionary
$46.9M
Accounts
118

ContactClients

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Individual Clients
80
AUM
$26.8M
HNW Individual Clients
64
AUM
$92.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
2
AUM
$833.4K
Other Clients
15
AUM
$10.5M
Description of Other Clients
IRREVOCABLE/REVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NMTX

HandshakeAffiliates

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

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