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Building 2CIVITAS WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-572-2300
NotebookSEC #801-72633
Total AUM
$16M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 JACKSON STREET
SUITE 150
DALLAS
TX 75202-4454
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
214-572-2300

ReceiptFinancials

Total AUM
$16M
Accounts
21
Discretionary
$8M
Accounts
10
Non-Discretionary
$8M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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