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Building 2SADDOCK WEALTH, LLC

Map pinDALLAS, TX
Phone972-437-5201
NotebookSEC #801-78020
Total AUM
$94.3M
Employees
9
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16400 DALLAS PARKWAY
SUITE 305
DALLAS
TX 75248
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
972-437-5201

ReceiptFinancials

Total AUM
$94.3M
Accounts
93
Discretionary
$28.7M
Accounts
57
Non-Discretionary
$65.6M
Accounts
36

ContactClients

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Individual Clients
5
AUM
$3.2M
HNW Individual Clients
4
AUM
$80.6M
Charitable Organization Clients
2
AUM
$10.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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

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