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Building 2CASHEN INVESTMENT ADVISORS INC

Map pinDALLAS, TX
Phone972-715-1860
NotebookSEC #801-33232
Total AUM
$1.1B
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13760 NOEL ROAD
SUITE 110
DALLAS
TX 75240
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
972-715-1860

ReceiptFinancials

Total AUM
$1.1B
Accounts
101
Discretionary
$153.9M
Accounts
87
Non-Discretionary
$925.5M
Accounts
14

ContactClients

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Individual Clients
6
AUM
$1.1M
HNW Individual Clients
82
AUM
$55.4M
Banking Clients
9
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$9.8M
Government Entity Clients
1
AUM
$8.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILLANENYOKORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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