| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 07/31/2008 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 186,410,830 19% |
| of that, discretionary | 0 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,649,653 10% |
| % High Net Worth | 27.54% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds