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Building 2DAVID HENRY DISRAELI DBA LIFEPLAN ASSOCISATES

Map pinCEDAR PARK, TX
Phone512-334-6650
NotebookSEC #801-62429
Total AUM
$9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2614 CORABELLA PL.
CEDAR PARK
TX 78613
USA
Operating Hours
9:00 TO 5:00 CST
Monday - Friday
Phone
512-334-6650

ReceiptFinancials

Total AUM
$9M
Accounts
33
Discretionary
$9M
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
TX

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

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