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Building 2VIEW CAPITAL RIA, LP

Map pinDALLAS, TX
Phone214-855-2550
NotebookSEC #801-62983
Total AUM
$1.8B
Employees
18
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2727 N. HARWOOD STREET
SUITE 225
DALLAS
TX 75201
United States
Operating Hours
8:30 TO 4:00 CENTRAL
Monday - Friday
Phone
214-855-2550

ReceiptFinancials

Total AUM
$1.8B
Accounts
141
Discretionary
$619.4M
Accounts
90
Non-Discretionary
$1.2B
Accounts
51

ContactClients

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Individual Clients
9
AUM
$4.9M
HNW Individual Clients
126
AUM
$1.7B
Pooled Vehicle Clients
4
AUM
$53.3M
Charitable Organization Clients
2
AUM
$24.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLATXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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