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Building 2PRUDENT MONEY FINANCIAL SERVICES

Map pinADDISON, TX
Phone972-386-0384
NotebookSEC #801-62481
Total AUM
$45.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16633 DALLAS PARKWAY
SUITE 275
ADDISON
TX 75001
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
972-386-0384

ReceiptFinancials

Total AUM
$45.3M
Accounts
529
Discretionary
$45.2M
Accounts
523
Non-Discretionary
$118.2K
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
AUTHOR, PUBLIC SPEAKING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SALE OF BOOKS & PRODUCTS AND PUBLIC SPEAKING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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