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RAA
ADDISON, TX
972-233-3367
SEC #801-60003Total AUM
$2.6B
Employees
94Clients
3,199Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15725 N. DALLAS PARKWAY
SUITE 220
ADDISON
TX 75001
United States
SUITE 220
ADDISON
TX 75001
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
972-233-3367
Other Offices
2
Financials
Total AUM
$2.6B
Accounts
6,353Discretionary
$2.6B
Accounts
6,353Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,182AUM
$889.5M
HNW Individual Clients
1,011AUM
$1.7B
Charitable Organization Clients
1AUM
$1.1M
Corporation or Business Clients
5AUM
$9.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CSSA/SERVICE AGREEMENT
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILNYTNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.