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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