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Building 2CPF TEXAS

Map pinPLANO, TX
Phone214-696-2323
NotebookSEC #801-80920
Total AUM
$233M
Employees
12
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 DALLAS PARKWAY
SUITE 495
PLANO
TX 75093
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
214-696-2323

ReceiptFinancials

Total AUM
$233M
Accounts
527
Discretionary
$233M
Accounts
527
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$35M
HNW Individual Clients
60
AUM
$106.4M
Pension/Profit Sharing Plan Clients
8
AUM
$0
Charitable Organization Clients
3
AUM
$1.9M
Corporation or Business Clients
8
AUM
$40.9M
Other Clients
37
AUM
$48.9M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAOKTX

HandshakeAffiliates

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

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