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ADAMS ASSET ADVISORS LLC
10670 N. Central Expwy.
Suite 470
Dallas, Texas 75231
Tel: 214-360-7410
About ADAMS ASSET ADVISORS LLC
ADAMS ASSET ADVISORS LLC, formally registered with the SEC as ADAMS ASSET ADVISORS LLC. The firm was established in 02/07/2003. They have over 1 offices throughout the country.
ADAMS ASSET ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $912,150,809 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120573 |
| SEC# | 801-61797 |
| Assets Managed by Firm | $912,150,809 |
| No. of Clients | 139 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 139 | $912,150,809 |
| High net worth individuals | 138 | $882,400,655 |
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