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Building 2PFS ASSET MANAGEMENT, INC.

Map pinDALLAS, TX
Phone972-581-3060
NotebookSEC #801-63990
Total AUM
$50.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5429 LBJ FREEWAY
SUITE 400
DALLAS
TX 75240
USA
Operating Hours
8:00 A.M. - 5:00 P.M. CST
Monday - Friday
Phone
972-581-3060

ReceiptFinancials

Total AUM
$50.6M
Accounts
175
Discretionary
$0
Accounts
0
Non-Discretionary
$50.6M
Accounts
175

ContactClients

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Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCAFLGAMSNCNYOKPASCTNTXWA

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

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