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Building 2EFG CORPORATION

Map pinDALLAS, TX
Phone214.473.9200
NotebookSEC #801-67145
Total AUM
$223.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6440 N. CENTRAL EXPRESSWAY
SUITE 820
DALLAS
TX 75206
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
214.473.9200

ReceiptFinancials

Total AUM
$223.1M
Accounts
531
Discretionary
$223.1M
Accounts
531
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING AND PREPARATION, ESTATE PLANNING, INSURANCE PLANNING, EMPLOYEE BENEFIT ANALYSIS AND RETIREMENT PLANNING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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