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Building 2CABANA ADVISORS, LLC

Map pinPLANO, TX
Phone972-383-5300
NotebookSEC #801-68549
Total AUM
$36.1M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5560 TENNYSON PARKWAY
SUITE 260
PLANO
TX 75024
United States
Operating Hours
M-TH 8:00-5:00; FRIDAY 8:30 -3
Monday - Friday
Phone
972-383-5300

ReceiptFinancials

Total AUM
$36.1M
Accounts
1
Discretionary
$36.1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$36.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARTX

HandshakeAffiliates

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

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