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Building 2BUDGE FINANCIAL INC

Map pinDALLAS, TX
Phone214-363-3008
NotebookSEC #801-30781
Total AUM
$127.2M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4925 GREENVILLE AVE
STE 1220
DALLAS
TX 75206
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
214-363-3008

ReceiptFinancials

Total AUM
$127.2M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$127.2M
Accounts
7

ContactClients

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HNW Individual Clients
1
AUM
$7M
Pooled Vehicle Clients
6
AUM
$120.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
WORK OUTSIDE ENGAGEMENT SCOPE; NEGOTIATED FEE

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
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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