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1836 ASSET MANAGEMENT, LLC
3401 Armstrong Ave
Dallas, Texas 75205
Tel: 888-808-8278
About 1836 ASSET MANAGEMENT, LLC
1836 ASSET MANAGEMENT, LLC, formally registered with the SEC as 1836 ASSET MANAGEMENT, LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.
1836 ASSET MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $360,026,036 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313389 |
| SEC# | 801-120979 |
| Assets Managed by Firm | $360,026,036 |
| No. of Clients | 310 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ADMINISTRATIVE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $360,026,036 |
| High net worth individuals | 58 | $360,026,036 |
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