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Building 2FLOYD CAPITAL MANAGEMENT

Map pinTEXARKANA, TX
Phone903-794-2704
NotebookSEC #801-60539
Total AUM
$213.5M
Employees
4
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6004 SUMMERFIELD DR, STE A
TEXARKANA
TX 75503
United States
Operating Hours
8:00-4:00
Monday - Friday
Phone
903-794-2704

ReceiptFinancials

Total AUM
$213.5M
Accounts
308
Discretionary
$198.9M
Accounts
262
Non-Discretionary
$14.6M
Accounts
46

ContactClients

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Individual Clients
58
AUM
$1.7M
HNW Individual Clients
221
AUM
$168.7M
Pension/Profit Sharing Plan Clients
8
AUM
$2.1M
Charitable Organization Clients
1
AUM
$483K
Corporation or Business Clients
20
AUM
$40.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARTX

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

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