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Building 2CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

Map pinDALLAS, TX
Phone(214) 234-9503
NotebookSEC #801-136215
Total AUM
$139.3M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1801 N. LAMAR ST.
SUITE 550
DALLAS
TX 75202
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(214) 234-9503

ReceiptFinancials

Total AUM
$139.3M
Accounts
135
Discretionary
$0
Accounts
0
Non-Discretionary
$139.3M
Accounts
135

ContactClients

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Individual Clients
24
AUM
$7.8M
HNW Individual Clients
19
AUM
$130M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PROJECT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARTX

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

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