| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 05/29/2001 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 36,244,777,649 32% |
| of that, discretionary | 36,244,777,649 32% |
| Number of Employees | 35 9% |
| of those in investment advisory functions | 17 31% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,342,399,172 32% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$42,474,576 | % Position100.00% | $ Change-43.00% | # Change-50.00% |