| As of Date | 02/23/2025 |
| Registration status | Terminated |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 114,427,000 26% |
| of that, discretionary | 1,494,000 64% |
| Number of Employees | 9 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,071,167 26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds