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ALLRED CAPITAL MANAGEMENT, LLC
8333 Douglas Avenue
Suite 525
Dallas, Texas 75225
Tel: 844-965-7695
About ALLRED CAPITAL MANAGEMENT, LLC
ALLRED CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ALLRED CAPITAL MANAGEMENT, LLC. The firm was established in 08/28/2018. They have over 1 offices throughout the country.
ALLRED CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $406,059,000 assets under management, offering retirement planning & investment advisory services to 303 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297533 |
| SEC# | 801-113900 |
| Assets Managed by Firm | $406,059,000 |
| No. of Clients | 303 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 303 | $406,059,000 |
| Individuals (other than high net worth individuals) | 223 | $62,310,000 |
| High net worth individuals | 50 | $250,206,000 |
| Pension and profit sharing plans | 9 | $20,327,000 |
| Charitable organizations | 2 | $18,919,000 |
| Corporations or other businesses | 19 | $54,297,000 |
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