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ADVISOR RESOURCE COUNCIL
DALLAS, TX
(972) 421-1360
SEC #801-76667Total AUM
$3.5B
Employees
119Clients
11,836Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15110 DALLAS PARKWAY
SUITE 500
DALLAS
TX 75248
United States
SUITE 500
DALLAS
TX 75248
United States
Operating Hours
9:00AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
(972) 421-1360
Other Offices
52
Financials
Total AUM
$3.5B
Accounts
11,836Discretionary
$3.4B
Accounts
10,843Non-Discretionary
$120.8M
Accounts
993
Clients
Individual Clients
9,565AUM
$1.5B
HNW Individual Clients
2,134AUM
$1.9B
Pension/Profit Sharing Plan Clients
72AUM
$113.9M
Charitable Organization Clients
38AUM
$17.4M
Corporation or Business Clients
27AUM
$14.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.