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Building 2FINANCIAL MARKETPLACE

Map pinMCKINNEY, TX
Phone469-323-8974
NotebookSEC #801-57959
Total AUM
$16M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 SOUTH HARDIN BLVD
SUITE 110-123
MCKINNEY
TX 75070
USA
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
469-323-8974

ReceiptFinancials

Total AUM
$16M
Accounts
250
Discretionary
$0
Accounts
0
Non-Discretionary
$16M
Accounts
250

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
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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