Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > ARCTOS PARTNERS
ARCTOS PARTNERS
4550 Travis Street
Suite 300
Dallas, Texas 75205
Tel: 972-918-3800
About ARCTOS PARTNERS
ARCTOS PARTNERS, formally registered with the SEC as ARCTOS PARTNERS. The firm was established in 02/25/2020. They have over 3 offices throughout the country.
ARCTOS PARTNERS is a Dallas, Texas based Financial Planning firm with nearly $9,825,190,265 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307116 |
| SEC# | 801-118024 |
| Assets Managed by Firm | $9,825,190,265 |
| No. of Clients | 30 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $9,825,190,265 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas