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Building 2SOUTHWEST STRATEGIES

Map pinDALLAS, TX
Phone972-960-6460
NotebookSEC #801-17138
Total AUM
$114.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5310 HARVEST HILL ROAD
SUITE 226
DALLAS
TX 75230
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
972-960-6460

ReceiptFinancials

Total AUM
$114.2M
Accounts
349
Discretionary
$111.1M
Accounts
335
Non-Discretionary
$3.1M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEES FOR SPECIAL PROJECTS

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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