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Building 2FINANCIAL MANAGEMENT SERVICES

Map pin
Phone214-505-1170
NotebookSEC #801-60609
Total AUM
$280.3M
Employees
1
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30-4:30
Monday - Friday
Phone
214-505-1170
Other Offices
1

ReceiptFinancials

Total AUM
$280.3M
Accounts
319
Discretionary
$279.6M
Accounts
309
Non-Discretionary
$692.2K
Accounts
10

ContactClients

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Individual Clients
26
AUM
$6M
HNW Individual Clients
65
AUM
$274.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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