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Building 2THE FLEETWOOD GROUP, LLC

Map pinDALLAS, TX
Phone214-378-9401
NotebookSEC #801-61713
Total AUM
$48.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9400 NORTH CENTRAL EXPRESSWAY
SUITE 420
DALLAS
TX 75231
USA
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
214-378-9401

ReceiptFinancials

Total AUM
$48.3M
Accounts
13
Discretionary
$0
Accounts
0
Non-Discretionary
$48.3M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Hourly FeeCharges Other Fee
Other Compensation
% OF ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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