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Building 2BALEFIRE, LLC

Map pinDALLAS, TX
Phone972-361-1001
NotebookSEC #801-78506
Total AUM
$2B
Employees
38
Clients
1,867

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14221 DALLAS PARKWAY
SUITE 100
DALLAS
TX 75254
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
972-361-1001
Other Offices
8

ReceiptFinancials

Total AUM
$2B
Accounts
1,871
Discretionary
$2B
Accounts
1,871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,522
AUM
$363.7M
HNW Individual Clients
235
AUM
$686.2M
Pension/Profit Sharing Plan Clients
94
AUM
$873.5M
Charitable Organization Clients
1
AUM
$449.3K
Government Entity Clients
1
AUM
$1.3M
Insurance Company Clients
1
AUM
$4.7M
Corporation or Business Clients
13
AUM
$59M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALAZCACOFLGAILKSMNMSMTNCNDSDTNTXWAWI

HandshakeAffiliates

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

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