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1ST GLOBAL ADVISORS INC
DALLAS, TX
214-294-5000
SEC #801-41517Total AUM
$10.8B
Employees
976Clients
30,580Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12750 MERIT DRIVE
SUITE 1200
DALLAS
TX 75251
United States
SUITE 1200
DALLAS
TX 75251
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
214-294-5000
Other Offices
436
Financials
Total AUM
$10.8B
Accounts
30,580Discretionary
$7.9B
Accounts
26,115Non-Discretionary
$2.9B
Accounts
4,465
Clients
Individual Clients
25,889AUM
$5.1B
HNW Individual Clients
2,712AUM
$3.9B
Pension/Profit Sharing Plan Clients
1,624AUM
$1.3B
Charitable Organization Clients
29AUM
$14M
Corporation or Business Clients
326AUM
$579.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES
Compliance
Disclosures
Misdemeanor Conviction ChargeOther Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.