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Building 2CAPITAL IDEAS

Map pinDALLAS, TX
Phone214-750-4400
NotebookSEC #801-66816
Total AUM
$336.2M
Employees
5
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12720 HILLCREST RD
SUITE 910
DALLAS
TX 75230
United States
Operating Hours
M-THU: 8-4; FRI: 8-3
Monday - Friday
Phone
214-750-4400
Other Offices
2

ReceiptFinancials

Total AUM
$336.2M
Accounts
270
Discretionary
$334.2M
Accounts
265
Non-Discretionary
$2M
Accounts
5

ContactClients

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Individual Clients
46
AUM
$14.8M
HNW Individual Clients
50
AUM
$245.9M
Pension/Profit Sharing Plan Clients
1
AUM
$12M
Charitable Organization Clients
1
AUM
$34.9M
Investment Advisor Clients
1
AUM
$22.5M
Corporation or Business Clients
1
AUM
$3.7M
Other Clients
1
AUM
$2.5M
Description of Other Clients
LIMITED PARTNERSHIPS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDILTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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