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Building 2HOLBEIN ASSOCIATES, INC.

Map pinDALLAS, TX
Phone972-996-2280
NotebookSEC #801-35456
Total AUM
$107.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15770 DALLAS PARKWAY
SUITE 250
DALLAS
TX 75248-6617
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
972-996-2280

ReceiptFinancials

Total AUM
$107.2M
Accounts
3
Discretionary
$0
Accounts
0
Non-Discretionary
$107.2M
Accounts
3

ContactClients

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None reported

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Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
TX

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

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