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PARK CITIES ADVISORS LLC

8214 Westchester Drive
Suite 910
Dallas, Texas 75225
Tel: 469-249-1000

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About PARK CITIES ADVISORS LLC

PARK CITIES ADVISORS LLC, formally registered with the SEC as PARK CITIES ADVISORS LLC. The firm was established in 01/25/2018. They have over 2 offices throughout the country.

PARK CITIES ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $398,178,165 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290191
SEC#801-112369
Assets Managed by Firm$398,178,165
No. of Clients4
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$398,178,165

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