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Building 2CATHOLIC FOUNDATION

Map pinDALLAS, TX
Phone972-661-9792
NotebookSEC #801-34436
Total AUM
$160.7M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5310 HARVEST HILL RD.
SUITE 248
DALLAS
TX 75230
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
972-661-9792

ReceiptFinancials

Total AUM
$160.7M
Accounts
73
Discretionary
$121.8M
Accounts
16
Non-Discretionary
$38.9M
Accounts
57

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE & EDUCATIONAL ORGANIZATIONS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
AN ANNUAL MINIMUM FEE

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 1 other business.

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