Overview
Assets Under Management: $553 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 85
Average Client Assets: $5.5 million
Frequently Asked Questions
TEAK TREE CAPITAL MANAGEMENT, 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 #149474), TEAK TREE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TEAK TREE CAPITAL MANAGEMENT, LLC is headquartered in FORT WORTH, TX.
TEAK TREE CAPITAL MANAGEMENT, LLC serves 85 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, TEAK TREE CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TEAK TREE CAPITAL MANAGEMENT, LLC manages $553 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, TEAK TREE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.46%
Average Client Assets: $5.5 million
Total Client Accounts: 1,251
Discretionary Accounts: 791
Non-Discretionary Accounts: 460
Regulatory Filings
CRD Number: 149474
Filing ID: 1177782
Last Filing Date: 2018-02-27 17:52:00