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Building 2THE CAPITAL CHART ROOM, LTD

Map pinFORT WORTH, TX
Phone817-801-6455
NotebookSEC #801-60779
Total AUM
$400.9M
Employees
7
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2821 WEST 7TH STREET
SUITE 550
FORT WORTH
TX 76107-8912
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
817-801-6455

ReceiptFinancials

Total AUM
$400.9M
Accounts
295
Discretionary
$399.4M
Accounts
278
Non-Discretionary
$1.5M
Accounts
17

ContactClients

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Individual Clients
16
AUM
$5.6M
HNW Individual Clients
14
AUM
$16.1M
Charitable Organization Clients
1
AUM
$515.7K
Corporation or Business Clients
34
AUM
$378.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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