Overview
Assets Under Management: $279 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Frequently Asked Questions
SCHLEGEL DUNN LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337990), SCHLEGEL DUNN LLC is subject to fiduciary duty under federal law.
SCHLEGEL DUNN LLC is headquartered in PLANO, TX.
SCHLEGEL DUNN LLC serves 75 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, SCHLEGEL DUNN LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SCHLEGEL DUNN LLC manages $279 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, SCHLEGEL DUNN LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 535
Discretionary Accounts: 439
Non-Discretionary Accounts: 96
Regulatory Filings
CRD Number: 337990
Filing ID: 2043878
Last Filing Date: 2026-01-27 10:29:12