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Building 2PROMUS ADVISORS

Map pinDALLAS, TX
Phone214-612-5750
NotebookSEC #801-80941
Total AUM
$384.6M
Employees
6
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8226 DOUGLAS AVENUE
SUITE 650
DALLAS
TX 75225
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
214-612-5750
Other Offices
1

ReceiptFinancials

Total AUM
$384.6M
Accounts
260
Discretionary
$363.5M
Accounts
247
Non-Discretionary
$21.1M
Accounts
13

ContactClients

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Individual Clients
6
AUM
$900.9K
HNW Individual Clients
44
AUM
$383.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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