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Building 2FIRST DALLAS SECURITIES, INC.

Map pinDALLAS, TX
Phone214-954-1177
NotebookSEC #801-66208
Total AUM
$335.7M
Employees
20
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2905 MAPLE AVE.
DALLAS
TX 75201
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
214-954-1177

ReceiptFinancials

Total AUM
$335.7M
Accounts
266
Discretionary
$335.7M
Accounts
266
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$46M
HNW Individual Clients
99
AUM
$240M
Banking Clients
2
AUM
$16.9M
Charitable Organization Clients
3
AUM
$6.9M
Corporation or Business Clients
8
AUM
$25.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Commission

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
ARAZCACOFLGALANCNEOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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