Overview
Assets Under Management: $165 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 5
Average Client Assets: $28 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.14
Average High-Net-Worth Client Assets: $28 million
Total Client Accounts: 96
Discretionary Accounts: 96
Regulatory Filings
CRD Number: 113592
Last Filing Date: 2025-02-25 00:00:00