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Building 2ADAMS ASSET ADVISORS LLC

Map pinDALLAS, TX
Phone214-360-7410
NotebookSEC #801-61797
Total AUM
$839.4M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10670 N. CENTRAL EXPWY.
SUITE 470
DALLAS
TX 75231
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
214-360-7410

ReceiptFinancials

Total AUM
$839.4M
Accounts
118
Discretionary
$821.8M
Accounts
106
Non-Discretionary
$17.6M
Accounts
12

ContactClients

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HNW Individual Clients
118
AUM
$839.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OKTX

HandshakeAffiliates

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

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