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Building 2LACERTE CAPITAL ADVISERS, LLC

Map pinDALLAS, TX
Phone214-922-9211
NotebookSEC #801-70634
Total AUM
$5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 MCKINNEY AVENUE
SUITE 206
DALLAS
TX 75204
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
214-922-9211

ReceiptFinancials

Total AUM
$5M
Accounts
2
Discretionary
$5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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