Overview
Assets Under Management: $1.6 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 21
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.31
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 4,414
Discretionary Accounts: 4,414
Regulatory Filings
CRD Number: 149624
Filing ID: 1953747
Last Filing Date: 2025-03-28 13:39:00
Website: https://guidestone.org