Sign in
Create a free account
CERTIFIED FINANCIAL STRATEGIES CORPORATION
DALLAS, TX
972-702-8121
SEC #801-65818Total AUM
$40M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5485 BELTLINE ROAD
SUITE 290
DALLAS
TX 75254
United States
SUITE 290
DALLAS
TX 75254
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
972-702-8121
Financials
Total AUM
$40M
Accounts
65Discretionary
$0
Accounts
0Non-Discretionary
$40M
Accounts
65
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NMTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.