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HODGES CAPITAL MANAGEMENT INC
2905 Maple Ave
Dallas, Texas 75201
Tel: 888-878-4426
About HODGES CAPITAL MANAGEMENT INC
HODGES CAPITAL MANAGEMENT INC, formally registered with the SEC as HODGES CAPITAL MANAGEMENT INC. The firm was established in 01/05/1990. They have over 1 offices throughout the country.
HODGES CAPITAL MANAGEMENT INC is a Dallas, Texas based Financial Planning firm with nearly $1,086,634,626 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110080 |
| SEC# | 801-35811 |
| Assets Managed by Firm | $1,086,634,626 |
| No. of Clients | 439 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 439 | $1,086,634,626 |
| Individuals (other than high net worth individuals) | 298 | $100,324,685 |
| High net worth individuals | 96 | $296,026,775 |
| Charitable organizations | 8 | $21,391,645 |
| Corporations or other businesses | 26 | $91,432,937 |
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