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Building 2CHESSMAN WEALTH STRATEGIES

Map pinDALLAS, TX
Phone214-572-2120
NotebookSEC #801-71912
Total AUM
$180.3M
Employees
7
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7557 RAMBLER RD.
SUITE 1010
DALLAS
TX 75231
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
214-572-2120

ReceiptFinancials

Total AUM
$180.3M
Accounts
1,112
Discretionary
$175.5M
Accounts
967
Non-Discretionary
$4.7M
Accounts
145

ContactClients

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Individual Clients
177
AUM
$56.5M
HNW Individual Clients
73
AUM
$123.6M
Corporation or Business Clients
1
AUM
$144.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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