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Building 2SCHLEGEL DUNN LLC

Map pinPLANO, TX
Phone(972) 327-3607
NotebookSEC #801-134319
Total AUM
$279.1M
Employees
4
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7160 DALLAS PARKWAY
SUITE 230
PLANO
TX 75024
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(972) 327-3607

ReceiptFinancials

Total AUM
$279.1M
Accounts
535
Discretionary
$275.7M
Accounts
439
Non-Discretionary
$3.4M
Accounts
96

ContactClients

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Individual Clients
79
AUM
$48.7M
HNW Individual Clients
75
AUM
$227M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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