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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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