1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LINK FINANCIAL CORPORATION

Map pinDALLAS, TX
Phone972-381-4620
NotebookSEC #801-69632
Total AUM
$34.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17304 PRESTON ROAD
SUITE 615
DALLAS
TX 75252-5625
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
972-381-4620

ReceiptFinancials

Total AUM
$34.6M
Accounts
261
Discretionary
$34.6M
Accounts
261
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
COLLEGE FUNDING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT RATES OR ESTIMATES OF COMPREHENSIVE FINANCIAL PLANNING

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account