Sign in
Create a free account
COPPELL ADVISORY SOLUTIONS LLC
DALLAS, TX
817-888-8020
SEC #801-72171Total AUM
$1.1B
Employees
87Clients
8,850Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9111 CYPRESS WATERS BLVD SUITE 140
DALLAS
TX 75019
United States
DALLAS
TX 75019
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
817-888-8020
Other Offices
24
Financials
Total AUM
$1.1B
Accounts
8,848Discretionary
$1.1B
Accounts
8,848Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8,695AUM
$814.4M
HNW Individual Clients
153AUM
$288.5M
Corporation or Business Clients
2AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.