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Building 2CORLESS & ASSOCIATES INVESTMENT ADVISORY SERVICES

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Phone505-890-1099
NotebookSEC #801-63370
Total AUM
$21.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:30 PM
Monday - Friday
Phone
505-890-1099

ReceiptFinancials

Total AUM
$21.6M
Accounts
111
Discretionary
$16M
Accounts
98
Non-Discretionary
$5.6M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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