Overview
Assets Under Management: $702 million
Headquarters: WACO, TX
High-Net-Worth Clients: 127
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,483
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 114614
Filing ID: 1998822
Last Filing Date: 2025-06-18 15:49:00
Website: https://dinvestors.com