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Building 2APPLEWHITE & BUYS FINANCIAL ADVISORS

Map pinDALLAS, TX
Phone214-710-2498
NotebookSEC #801-134467
Total AUM
$153.1M
Employees
2
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13355 NOEL RD
SUITE 1100
DALLAS
TX 75240
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
214-710-2498

ReceiptFinancials

Total AUM
$153.1M
Accounts
740
Discretionary
$153.1M
Accounts
740
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$46.1M
HNW Individual Clients
55
AUM
$107M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCOFLLAMNMSNCNHNMOKSCTX

HandshakeAffiliates

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

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