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Building 2DIESSLIN GROUP, INC.

Map pinFORT WORTH, TX
Phone817-332-6122
NotebookSEC #801-31827
Total AUM
$696.3M
Employees
12
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 HOUSTON STREET
SUITE 500
FORT WORTH
TX 76102-7411
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
817-332-6122

ReceiptFinancials

Total AUM
$696.3M
Accounts
1,117
Discretionary
$642.6M
Accounts
981
Non-Discretionary
$53.7M
Accounts
136

ContactClients

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Individual Clients
133
AUM
$53M
HNW Individual Clients
147
AUM
$600.4M
Banking Clients
2
AUM
$2.7M
Pooled Vehicle Clients
1
AUM
$391.8K
Charitable Organization Clients
3
AUM
$39.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
"FINANCIAL PLANNING" IS BROAD, BUT SOME SERVICES (FOR EXAMPLE, EXPERT WITNESS OR REAL ESTATE ADVISORY SERVICE) MAY FALL OUTSIDE.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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