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Building 2FIDELITY ALLIANCE, INC.

Map pinDALLAS, TX
Phone972-488-8900
NotebookSEC #801-50186
Total AUM
$15.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5720 LBJ FREEWAY
STE 180
DALLAS
TX 75240
USA
Operating Hours
9AM - 5PM CST
Monday - Friday
Phone
972-488-8900

ReceiptFinancials

Total AUM
$15.5M
Accounts
28
Discretionary
$15.5M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING AND FINANCIAL CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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