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Building 2ORSER CAPITAL MANAGEMENT LLC

Map pinSOUTHLAKE, TX
Phone817- 697-2385
NotebookSEC #801-80081
Total AUM
$289.8M
Employees
2
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
566 NORTH KIMBALL AVENUE
SUITE 100
SOUTHLAKE
TX 76092
United States
Operating Hours
HOURS BY APPOINTMENT
Monday - Friday
Phone
817- 697-2385

ReceiptFinancials

Total AUM
$289.8M
Accounts
345
Discretionary
$289.8M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$25.9M
HNW Individual Clients
64
AUM
$260.5M
Pension/Profit Sharing Plan Clients
1
AUM
$19.5K
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MTTX

HandshakeAffiliates

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

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