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PARK CITIES ADVISORS LLC
8214 Westchester Drive
Suite 910
Dallas, Texas 75225
Tel: 469-249-1000
About PARK CITIES ADVISORS LLC
PARK CITIES ADVISORS LLC, formally registered with the SEC as PARK CITIES ADVISORS LLC. The firm was established in 01/25/2018. They have over 2 offices throughout the country.
PARK CITIES ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $398,178,165 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290191 |
| SEC# | 801-112369 |
| Assets Managed by Firm | $398,178,165 |
| No. of Clients | 4 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $398,178,165 |
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