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Home > Retirement Planners > texas > dallas > ANNANDALE CAPITAL, LLC
ANNANDALE CAPITAL, LLC
2626 Cole Avenue, Suite 700
Dallas, Texas 75204
Tel: 214-523-5000
About ANNANDALE CAPITAL, LLC
ANNANDALE CAPITAL, LLC, formally registered with the SEC as ANNANDALE CAPITAL, LLC. The firm was established in 10/11/2005. They have over 1 offices throughout the country.
ANNANDALE CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,298,005,000 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136667 |
| SEC# | 801-64802 |
| Assets Managed by Firm | $1,298,005,000 |
| No. of Clients | 204 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 204 | $1,298,005,000 |
| Individuals (other than high net worth individuals) | 36 | $16,232,000 |
| High net worth individuals | 151 | $930,815,000 |
| Pension and profit sharing plans | 2 | $2,861,000 |
| Charitable organizations | 13 | $43,718,000 |
| Corporations or other businesses | 1 | $302,192,000 |
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