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Home > Retirement Planners > texas > dallas > MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
4701 W. Lovers Lane
Dallas, Texas 75209
Tel: 214-922-9200
About MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC. The firm was established in 01/15/2014. They have over 1 offices throughout the country.
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $419,382,153 assets under management, offering retirement planning & investment advisory services to 1484 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115120 |
| SEC# | 801-79001 |
| Assets Managed by Firm | $419,382,153 |
| No. of Clients | 1484 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1484 | $419,382,153 |
| Individuals (other than high net worth individuals) | 674 | $145,982,116 |
| High net worth individuals | 74 | $231,359,319 |
| Charitable organizations | Fewer than 5 clients | $1,397,938 |
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