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Building 2TEAK TREE CAPITAL MANAGEMENT, LLC

Map pinFORT WORTH, TX
Phone817-744-8450
NotebookSEC #801-69936
Total AUM
$599.3M
Employees
7
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 S. UNIVERSITY DR., #407
FORT WORTH
TX 76107
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
817-744-8450
Other Offices
1

ReceiptFinancials

Total AUM
$599.3M
Accounts
1,455
Discretionary
$481.3M
Accounts
962
Non-Discretionary
$117.9M
Accounts
493

ContactClients

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Individual Clients
285
AUM
$137.8M
HNW Individual Clients
91
AUM
$461.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTX

HandshakeAffiliates

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

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