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Building 2KEENE & DORCHAK

Map pinFORT WORTH, TX
Phone817-336-4500
NotebookSEC #801-47662
Total AUM
$202.2M
Employees
4
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 RIVER RUN
SUITE 1012
FORT WORTH
TX 76107
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
817-336-4500
Other Offices
1

ReceiptFinancials

Total AUM
$202.2M
Accounts
339
Discretionary
$202.2M
Accounts
339
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$40M
HNW Individual Clients
41
AUM
$140.1M
Banking Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$19.5M
Corporation or Business Clients
1
AUM
$1M

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANENVNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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