| As of Date | 03/03/2026 |
| ADV Location | DALLAS, TX, United States |
| Adviser Type - Mid-sized advisory firm | |
| Number of Employees | 1 -67% |
| of those in investment advisory functions | 1 -50% |
| Registration | SEC, Approved, 12/07/1990 |
| AUM* | 70,001,256 0% |
| of that, discretionary | 70,001,256 0% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,296,320 -1% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 214 xxxxxxx |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management