Overview
Assets Under Management: $634 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 36
Average Client Assets: $16 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 56
Discretionary Accounts: 53
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 226628
Last Filing Date: 2025-02-18 00:00:00
Website: HTTPS://WWW.SACMGT.COM