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Building 2DOUBLE EAGLE WEALTH MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-814-4978
NotebookSEC #801-136470
Total AUM
$108.6M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5960 BERKSHIRE LANE
6TH FLOOR
DALLAS
TX 75225
United States
Operating Hours
BY APPT ONLY
BY APPT ONLY
Phone
214-814-4978

ReceiptFinancials

Total AUM
$108.6M
Accounts
359
Discretionary
$108.6M
Accounts
359
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$11.3M
HNW Individual Clients
62
AUM
$74.2M
Pension/Profit Sharing Plan Clients
4
AUM
$21.2M
Corporation or Business Clients
3
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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