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Building 2MCPHERSON PERSONAL ASSET MANAGEMENT

Map pinDALLAS, TX
Phone972-354-2000
NotebookSEC #801-43123
Total AUM
$24.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12221 MERIT DRIVE
SUITE 350
DALLAS
TX 75251
USA
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
972-354-2000

ReceiptFinancials

Total AUM
$24.7M
Accounts
107
Discretionary
$24.7M
Accounts
107
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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