FIRST DALLAS SECURITIES, INC.

2905 Maple Ave.
Dallas, Texas 75201
Tel: 214-954-1177

About FIRST DALLAS SECURITIES, INC.

FIRST DALLAS SECURITIES, INC, formally registered with the SEC as FIRST DALLAS SECURITIES, INC. The firm was established in 01/30/2006. They have over 1 offices throughout the country.

FIRST DALLAS SECURITIES, INC. is a Dallas, Texas based Financial Planning firm with nearly $297,314,357 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	24549
SEC#	801-66208
Assets Managed by Firm	$297,314,357
No. of Clients	334
No. of Advisors	20

Fee Structure

Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	334	$297,314,357
Individuals (other than high net worth individuals)	256	$74,944,718
High net worth individuals	63	$177,665,304
Charitable organizations	4	$6,244,997
Corporations or other businesses	9	$22,886,532

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