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Building 2RETIREMENT ASSET ADVISORY

Map pinARLINGTON, TX
Phone817-697-8506
NotebookSEC #801-55311
Total AUM
$173.6M
Employees
2
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5840 INTERSTATE 20 WEST
SUITE 233
ARLINGTON
TX 76017
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
817-697-8506

ReceiptFinancials

Total AUM
$173.6M
Accounts
88
Discretionary
$12.2M
Accounts
13
Non-Discretionary
$161.5M
Accounts
75

ContactClients

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Individual Clients
17
AUM
$3.6M
HNW Individual Clients
7
AUM
$9.4M
Pension/Profit Sharing Plan Clients
59
AUM
$160.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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