| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 07/28/2005 |
| ADV Location | FORT WORTH, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 24,429,418,155 11% |
| of that, discretionary | 24,429,418,155 11% |
| Number of Employees | 1,787 |
| of those in investment advisory functions | 1,155 |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,065 7% |
| % High Net Worth | 3.39% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds