1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALLBRIGHT FINANCIAL ADVISORS INC

Map pinDALLAS, TX
Phone214-691-5900
NotebookSEC #801-57623
Total AUM
$237.7M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6116 N. CENTRAL EXPRESSWAY
SUITE 902
DALLAS
TX 75206-5162
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
214-691-5900

ReceiptFinancials

Total AUM
$237.7M
Accounts
77
Discretionary
$0
Accounts
0
Non-Discretionary
$237.7M
Accounts
77

ContactClients

View more in analytics →

Individual Clients
30
AUM
$10.7M
HNW Individual Clients
47
AUM
$225.9M
Pension/Profit Sharing Plan Clients
2
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS CONSULTED/MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account