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Building 2RTW FINANCIAL ADVISORS INC

Map pinDALLAS, TX
Phone972-960-1212
NotebookSEC #801-38676
Total AUM
$581M
Employees
11
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5757 ALPHA ROAD
SUITE 700
DALLAS
TX 75240
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
972-960-1212

ReceiptFinancials

Total AUM
$581M
Accounts
521
Discretionary
$545.3M
Accounts
500
Non-Discretionary
$35.7M
Accounts
21

ContactClients

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Individual Clients
93
AUM
$34M
HNW Individual Clients
85
AUM
$467.9M
Pension/Profit Sharing Plan Clients
2
AUM
$69.3M
Charitable Organization Clients
2
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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