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Building 2TKC WEALTH MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-389-2000
NotebookSEC #801-133951
Total AUM
$138.6M
Employees
6
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12900 PRESTON ROAD, SUITE 700
DALLAS
TX 75230
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
214-389-2000

ReceiptFinancials

Total AUM
$138.6M
Accounts
284
Discretionary
$127.1M
Accounts
283
Non-Discretionary
$11.5M
Accounts
1

ContactClients

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Individual Clients
66
AUM
$7.9M
HNW Individual Clients
193
AUM
$71.3M
Pension/Profit Sharing Plan Clients
2
AUM
$14.2M
Corporation or Business Clients
23
AUM
$45.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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