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Building 2FCM INVESTMENTS

Map pinDALLAS, TX
Phone214-665-6900
NotebookSEC #801-29238
Total AUM
$185.8M
Employees
4
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 ROSS AVENUE
SUITE 4600 WEST
DALLAS
TX 75201-7931
United States
Operating Hours
8:00A - 5:00P
Monday - Friday
Phone
214-665-6900

ReceiptFinancials

Total AUM
$185.8M
Accounts
35
Discretionary
$185.8M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
31
AUM
$178.4M
Pooled Vehicle Clients
1
AUM
$51K
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
2
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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